Perigon Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 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 59,844 shares of SCHD stock, worth $1.7 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
59,844
Previous 153,025
60.89%
Holding current value
$1.7 Million
Previous $11.9 Million
57.49%
% of portfolio
0.14%
Previous 0.35%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio