Resources Investment Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History
Resources Investment Advisors, Llc.
- $8.28 Billion
- Q4 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 712,412 shares of SCHD stock, worth $18.1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
712,412
Previous 246,633
188.86%
Holding current value
$18.1 Million
Previous $20.8 Million
6.64%
% of portfolio
0.23%
Previous 0.25%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio