Private Trust CO Na Schwab Strategic Tr Us Dividen Transaction History
Private Trust CO Na
- $905 Million
- Q2 2024
A detailed history of Private Trust CO Na transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Trust CO Na holds 29,112 shares of SCHD stock, worth $818,338. This represents 0.25% of its overall portfolio holdings.
Number of Shares
29,112
Previous 27,057
7.6%
Holding current value
$818,338
Previous $2.18 Million
3.76%
% of portfolio
0.25%
Previous 0.24%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio