Newbridge Financial Services Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Newbridge Financial Services Group, Inc.
- $262 Million
- Q2 2024
A detailed history of Newbridge Financial Services Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 1,506 shares of SCHD stock, worth $125,525. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,506
Previous 1,517
0.73%
Holding current value
$125,525
Previous $122,000
4.1%
% of portfolio
0.04%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio