Milestone Advisory Partners Schwab Strategic Tr Us Dividen Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Advisory Partners holds 239,323 shares of SCHD stock, worth $20.2 Million. This represents 14.12% of its overall portfolio holdings.
Number of Shares
239,323
Previous 228,816
4.59%
Holding current value
$20.2 Million
Previous $16.6 Million
1.91%
% of portfolio
14.12%
Previous 15.08%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio