Montis Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Montis Financial, LLC
- $218 Million
- Q2 2024
A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Montis Financial, LLC holds 31,329 shares of SCHD stock, worth $2.64 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
31,329
Previous 18,673
67.78%
Holding current value
$2.64 Million
Previous $1.51 Million
61.86%
% of portfolio
1.12%
Previous 0.72%
Shares
3 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