Morgan Stanley Schwab Strategic Tr Us Dividen Transaction History
Morgan Stanley
- $1.23 Trillion
- Q1 2024
A detailed history of Morgan Stanley transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Morgan Stanley holds 9,146,540 shares of SCHD stock, worth $719 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,146,540
Previous 8,275,392
10.53%
Holding current value
$719 Million
Previous $630 Million
17.06%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,634Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$852 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$764 Million1.08% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$611 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$566 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.68MShares$524 Million0.15% of portfolio