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 $1.96 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
69,065
Previous 71,085
2.84%
Holding current value
$1.96 Million
Previous $5.16 Million
5.33%
% of portfolio
5.49%
Previous 5.56%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,936Shares Held
822MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio