Lehman & Derafelo Financial Resources LLC Schwab Strategic Tr Us Dividen Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 20,884 shares of SCHD stock, worth $585,378. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,884
Previous 20,184
3.47%
Holding current value
$585,378
Previous $1.34 Million
17.6%
% of portfolio
0.47%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall 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$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio