Retirement Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Group, LLC holds 111,521 shares of SCHD stock, worth $9.42 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
111,521
Previous 108,973
2.34%
Holding current value
$9.42 Million
Previous $8.3 Million
8.38%
% of portfolio
3.35%
Previous 3.43%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio