Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Dividen Transaction History
Patrick M Sweeney & Associates, Inc
- $136 Billion
- Q3 2024
A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 4,875 shares of SCHD stock, worth $143,081. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,875
Previous 3,766
29.45%
Holding current value
$143,081
Previous $283 Million
45.75%
% of portfolio
0.3%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio