Montag & Caldwell, LLC Schwab Strategic Tr Us Dividen Transaction History
Montag & Caldwell, LLC
- $490 Million
- Q3 2024
A detailed history of Montag & Caldwell, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Montag & Caldwell, LLC holds 4,064 shares of SCHD stock, worth $114,686. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,064
Previous 4,114
1.22%
Holding current value
$114,686
Previous $319,000
7.52%
% of portfolio
0.07%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio