Mesirow Financial Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mesirow Financial Investment Management, Inc.
- $4.94 Billion
- Q3 2024
A detailed history of Mesirow Financial Investment Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mesirow Financial Investment Management, Inc. holds 138,112 shares of SCHD stock, worth $3.87 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
138,112
Previous 131,525
5.01%
Holding current value
$3.87 Million
Previous $10.2 Million
14.15%
% of portfolio
0.24%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio