Northwest Investment Counselors, LLC Schwab Strategic Tr Us Dividen Transaction History
Northwest Investment Counselors, LLC
- $379 Million
- Q2 2024
A detailed history of Northwest Investment Counselors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northwest Investment Counselors, LLC holds 51,381 shares of SCHD stock, worth $4.34 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
51,381
Previous 51,199
0.36%
Holding current value
$4.34 Million
Previous $4.13 Million
3.22%
% of portfolio
1.05%
Previous 1.05%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio