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 $409,073. This represents 0.81% of its overall portfolio holdings.
Number of Shares
14,615
Previous 15,423
5.24%
Holding current value
$409,073
Previous $1.2 Billion
3.01%
% of portfolio
0.81%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio