Legacy Bridge, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Bridge, LLC
- $165 Million
- Q2 2024
A detailed history of Legacy Bridge, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Bridge, LLC holds 100 shares of SCHD stock, worth $2,811. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 139
28.06%
Holding current value
$2,811
Previous $11,000
36.36%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio