Koshinski Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Koshinski Asset Management, Inc.
- $44.7 Billion
- Q4 2024
A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 658,825 shares of SCHD stock, worth $18.4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
658,825
Previous 244,983
168.93%
Holding current value
$18.4 Million
Previous $20.7 Million
13.08%
% of portfolio
0.04%
Previous 1.83%
Shares
42 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