Paradigm Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Paradigm Financial Partners, LLC
- $662 Million
- Q2 2024
A detailed history of Paradigm Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 48,849 shares of SCHD stock, worth $4.14 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
48,849
Previous 45,137
8.22%
Holding current value
$4.14 Million
Previous $3.64 Million
4.37%
% of portfolio
0.57%
Previous 0.79%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio