Joseph P. Lucia & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History
Joseph P. Lucia & Associates, LLC
- $168 Million
- Q2 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 52,110 shares of SCHD stock, worth $4.4 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
52,110
Previous 53,258
2.16%
Holding current value
$4.4 Million
Previous $4.29 Million
5.64%
% of portfolio
2.41%
Previous 2.71%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares 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$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio