J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 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 223,803 shares of SCHD stock, worth $6.19 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
223,803
Previous 57,864
286.77%
Holding current value
$6.19 Million
Previous $4.89 Million
25.01%
% of portfolio
0.25%
Previous 0.21%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio