Rather & Kittrell, Inc. Schwab Strategic Tr Us Dividen Transaction History
Rather & Kittrell, Inc.
- $378 Million
- Q3 2024
A detailed history of Rather & Kittrell, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 12,787 shares of SCHD stock, worth $346,271. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,787
Previous 12,787
-0.0%
Holding current value
$346,271
Previous $994,000
8.65%
% of portfolio
0.29%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio