Leelyn Smith, LLC Schwab Strategic Tr Us Dividen Transaction History
Leelyn Smith, LLC
- $547 Million
- Q4 2024
A detailed history of Leelyn Smith, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leelyn Smith, LLC holds 1,294,466 shares of SCHD stock, worth $36.3 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
1,294,466
Previous 419,008
208.94%
Holding current value
$36.3 Million
Previous $35.4 Million
0.15%
% of portfolio
6.47%
Previous 6.53%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio