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 $380,634. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,828
Previous 5,710
159.68%
Holding current value
$380,634
Previous $482,000
15.98%
% of portfolio
0.11%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio