Jbr CO Financial Management Inc Schwab Strategic Tr Us Dividen Transaction History
Jbr CO Financial Management Inc
- $142 Billion
- Q2 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 15,423 shares of SCHD stock, worth $1.27 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
15,423
Previous 20,671
25.39%
Holding current value
$1.27 Million
Previous $1.67 Billion
28.04%
% of portfolio
0.84%
Previous 1.33%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,637Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$891 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$799 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$751 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$734 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$639 Million5.64% of portfolio