Rothschild Investment LLC Schwab Strategic Tr Us Dividen Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
A detailed history of Rothschild Investment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rothschild Investment LLC holds 8,429 shares of SCHD stock, worth $236,939. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,429
Previous 8,233
2.38%
Holding current value
$236,939
Previous $640 Million
11.29%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio