Rothschild Investment Corp Schwab Strategic Tr Us Dividen Transaction History
Rothschild Investment Corp
- $1.19 Billion
- Q3 2023
A detailed history of Rothschild Investment Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rothschild Investment Corp holds 6,389 shares of SCHD stock, worth $177,550. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,389
Previous 10,716
40.38%
Holding current value
$177,550
Previous $778,000
41.9%
% of portfolio
0.04%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio