Loring Wolcott & Coolidge Fiduciary Advisors LLP Schwab Strategic Tr Us Dividen Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$70.28 - $78.03 $279,714 - $310,559	-3,980 Reduced 80.03%	993 $72,000
Q2 2022 Jul 26, 2022	BUY	$70.31 - $80.24 $349,651 - $399,033	4,973 New	4,973 $356,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$312 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$250 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$242 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$230 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$201 Million
0.05% of portfolio

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