Pathstone Holdings, LLC Schwab Strategic Tr Us Dividen Transaction History
Pathstone Holdings, LLC
- $22.2 Billion
- Q4 2024
A detailed history of Pathstone Holdings, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pathstone Holdings, LLC holds 945,642 shares of SCHD stock, worth $27 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
945,642
Previous 297,740
217.61%
Holding current value
$27 Million
Previous $25.2 Million
2.65%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio