Raab & Moskowitz Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Raab & Moskowitz Asset Management LLC
- $405 Million
- Q4 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 66,859 shares of SCHD stock, worth $1.86 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
66,859
Previous 23,130
189.06%
Holding current value
$1.86 Million
Previous $1.96 Million
6.6%
% of portfolio
0.45%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio