Samalin Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 10,007 shares of SCHD stock, worth $284,799. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,007
Previous 3,306
202.69%
Holding current value
$284,799
Previous $279,000
2.15%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio