Samalin Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 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 3,306 shares of SCHD stock, worth $89,526. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,306
Previous 3,144
5.15%
Holding current value
$89,526
Previous $244,000
14.34%
% of portfolio
0.13%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio