North Crest Asset Manangement, LLC Schwab Strategic Tr Us Dividen Transaction History
North Crest Asset Manangement, LLC
- $3.19 Billion
- Q4 2024
A detailed history of North Crest Asset Manangement, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, North Crest Asset Manangement, LLC holds 14,040 shares of SCHD stock, worth $399,578. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,040
Previous 14,040
-0.0%
Holding current value
$399,578
Previous $1.19 Million
67.71%
% of portfolio
0.01%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio