Kestra Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 2024
A detailed history of Kestra Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 1,574,832 shares of SCHD stock, worth $42.6 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
1,574,832
Previous 1,524,689
3.29%
Holding current value
$42.6 Million
Previous $119 Million
12.28%
% of portfolio
0.77%
Previous 0.67%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio