Morton Community Bank Schwab Strategic Tr Us Dividen Transaction History
Morton Community Bank
- $348 Billion
- Q1 2024
A detailed history of Morton Community Bank transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Morton Community Bank holds 184,377 shares of SCHD stock, worth $14.2 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
184,377
Previous 174,241
5.82%
Holding current value
$14.2 Million
Previous $13.3 Billion
12.07%
% of portfolio
4.28%
Previous 4.34%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio