Raab & Moskowitz Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Raab & Moskowitz Asset Management LLC
- $367 Million
- Q2 2024
A detailed history of Raab & Moskowitz Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Raab & Moskowitz Asset Management LLC holds 23,015 shares of SCHD stock, worth $1.94 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
23,015
Previous 17,311
32.95%
Holding current value
$1.94 Million
Previous $1.4 Million
28.24%
% of portfolio
0.49%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio