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 $204,261. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,599
Previous 7,599
-0.0%
Holding current value
$204,261
Previous $208,000
1.92%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio