Leo H. Evart, Inc. Schwab Strategic Tr Us Dividen Transaction History
Leo H. Evart, Inc.
- $65.2 Billion
- Q3 2023
A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leo H. Evart, Inc. holds 118,383 shares of SCHD stock, worth $9.12 Million. This represents 12.85% of its overall portfolio holdings.
Number of Shares
118,383
Previous 131,009
9.64%
Holding current value
$9.12 Million
Previous $9.51 Billion
11.95%
% of portfolio
12.85%
Previous 13.2%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio