Roberts Glore & CO Inc Schwab Strategic Tr Us Dividen Transaction History
Roberts Glore & CO Inc
- $328 Million
- Q2 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 $243,580. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,945
Previous 2,945
-0.0%
Holding current value
$243,580
Previous $237,000
3.38%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio