Marino, Stram & Associates LLC Schwab Strategic Tr Us Dividen Transaction History
Marino, Stram & Associates LLC
- $445 Million
- Q4 2024
A detailed history of Marino, Stram & Associates LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 42,362 shares of SCHD stock, worth $1.18 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
42,362
Previous 14,072
201.04%
Holding current value
$1.18 Million
Previous $1.19 Million
2.69%
% of portfolio
0.26%
Previous 0.27%
Shares
25 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio