Rosenberg Matthew Hamilton Schwab Strategic Tr Us Dividen Transaction History
Rosenberg Matthew Hamilton
- $382 Million
- Q4 2024
A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 14,828 shares of SCHD stock, worth $416,221. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,828
Previous 5,710
159.68%
Holding current value
$416,221
Previous $482,000
15.98%
% of portfolio
0.11%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio