Roberts Glore & CO Inc Schwab Strategic Tr Us Dividen Transaction History
Roberts Glore & CO Inc
- $341 Million
- Q3 2024
A detailed history of Roberts Glore & CO Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roberts Glore & CO Inc holds 2,945 shares of SCHD stock, worth $81,723. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,945
Previous 2,945
-0.0%
Holding current value
$81,723
Previous $229,000
8.3%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio