Northwest Quadrant Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Northwest Quadrant Wealth Management, LLC
- $439 Million
- Q4 2024
A detailed history of Northwest Quadrant Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northwest Quadrant Wealth Management, LLC holds 1,188,457 shares of SCHD stock, worth $33.9 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
1,188,457
Previous 379,806
212.91%
Holding current value
$33.9 Million
Previous $32.1 Million
1.13%
% of portfolio
7.39%
Previous 7.4%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio