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 $178,955. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,389
Previous 10,716
40.38%
Holding current value
$178,955
Previous $778,000
41.9%
% of portfolio
0.04%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
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$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio