Palladiem, LLC Schwab Strategic Tr Us Dividen Transaction History
Palladiem, LLC
- $89 Million
- Q3 2023
A detailed history of Palladiem, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Palladiem, LLC holds 69,065 shares of SCHD stock, worth $1.87 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
69,065
Previous 71,085
2.84%
Holding current value
$1.87 Million
Previous $5.16 Million
5.33%
% of portfolio
5.49%
Previous 5.56%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio