Relaxing Retirement Coach Schwab Strategic Tr Us Dividen Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Relaxing Retirement Coach holds 3,732 shares of SCHD stock, worth $95,800. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,732
Previous 3,732
-0.0%
Holding current value
$95,800
Previous $273,000
0.73%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio