Palisades Hudson Asset Management, L.P. Schwab Strategic Tr Us Dividen Transaction History
Palisades Hudson Asset Management, L.P.
- $237 Million
- Q4 2024
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 $214,367. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,599
Previous 2,533
200.0%
Holding current value
$214,367
Previous $214,000
2.8%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio