Palisades Hudson Asset Management, L.P. Schwab Strategic Tr Us Dividen Transaction History
Palisades Hudson Asset Management, L.P.
- $220 Million
- Q1 2025
A detailed history of Palisades Hudson Asset Management, L.P. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 7,599 shares of SCHD stock, worth $198,865. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,599
Previous 7,599
-0.0%
Holding current value
$198,865
Previous $208,000
1.92%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio