Roble, Belko & Company, Inc Schwab Strategic Tr Us Dividen Transaction History
Roble, Belko & Company, Inc
- $629 Million
- Q4 2024
A detailed history of Roble, Belko & Company, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roble, Belko & Company, Inc holds 6,044 shares of SCHD stock, worth $169,171. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,044
Previous 1,990
203.72%
Holding current value
$169,171
Previous $168,000
1.79%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio