J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 47,515 shares of SCHD stock, worth $4.02 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
47,515
Previous 51,165
7.13%
Holding current value
$4.02 Million
Previous $4.13 Million
10.45%
% of portfolio
0.18%
Previous 0.21%
Shares
19 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio