Keeler T Homas Management LLC Schwab Strategic Tr Us Dividen Transaction History
Keeler T Homas Management LLC
- $286 Million
- Q1 2024
A detailed history of Keeler T Homas Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keeler T Homas Management LLC holds 8,903 shares of SCHD stock, worth $685,709. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,903
Previous 16,946
47.46%
Holding current value
$685,709
Previous $1.29 Million
44.42%
% of portfolio
0.25%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio