Lpl Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lpl Financial LLC holds 10,841,262 shares of SCHD stock, worth $843 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,841,262
Previous 11,470,458
5.49%
Holding current value
$843 Million
Previous $873 Million
0.1%
% of portfolio
0.48%
Previous 0.54%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.68MShares$519 Million0.15% of portfolio