Navalign, LLC Schwab Strategic Tr Us Dividen Transaction History

Navalign, LLC

$337 Million
Q3 2024

A detailed history of Navalign, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Navalign, LLC holds 82,129 shares of SCHD stock, worth $2.26 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

82,129

Holding current value

$2.26 Million

% of portfolio

2.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $6.33 Million - $6.99 Million	82,129 New	82,129 $6.94 Million

Others Institutions Holding SCHD

# of Institutions

1,880

Shares Held

605M

Call Options Held

3.32M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1 Billion
0.42% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$717 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Northwestern Mutual Wealth Management CO

18.2M
Shares

$502 Million
0.42% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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