Jbr CO Financial Management Inc Schwab Strategic Tr Us Dividen Transaction History
Jbr CO Financial Management Inc
- $153 Billion
- Q3 2024
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 14,615 shares of SCHD stock, worth $424,858. This represents 0.81% of its overall portfolio holdings.
Number of Shares
14,615
Previous 15,423
5.24%
Holding current value
$424,858
Previous $1.2 Billion
3.01%
% of portfolio
0.81%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio