Orion Portfolio Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 66,822 shares of SCHD stock, worth $5.65 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
66,822
Previous 60,283
10.85%
Holding current value
$5.65 Million
Previous $4.86 Million
6.91%
% of portfolio
0.06%
Previous 0.05%
Shares
20 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