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 $164,963. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,389
Previous 10,716
40.38%
Holding current value
$164,963
Previous $778,000
41.9%
% of portfolio
0.04%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,976Shares Held
845MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio