Old Port Advisors Schwab Strategic Tr Us Dividen Transaction History
Old Port Advisors
- $335 Billion
- Q2 2024
A detailed history of Old Port Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Old Port Advisors holds 98,500 shares of SCHD stock, worth $8.15 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
98,500
Previous 91,983
7.09%
Holding current value
$8.15 Million
Previous $7.42 Billion
3.27%
% of portfolio
2.29%
Previous 2.27%
Shares
23 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$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio