Perigon Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 186,613 shares of SCHD stock, worth $5.23 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
186,613
Previous 59,844
211.83%
Holding current value
$5.23 Million
Previous $5.06 Million
0.79%
% of portfolio
0.13%
Previous 0.14%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio