Investors Research Corp Schwab Strategic Tr Us Dividen Transaction History
Investors Research Corp
- $420 Million
- Q2 2024
A detailed history of Investors Research Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investors Research Corp holds 62,217 shares of SCHD stock, worth $5.15 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
62,217
Previous 57,045
9.07%
Holding current value
$5.15 Million
Previous $4.6 Million
5.18%
% of portfolio
1.15%
Previous 1.09%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio