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 $102,928. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,732
Previous 3,732
-0.0%
Holding current value
$102,928
Previous $273,000
0.73%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio