Sand Hill Global Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Sand Hill Global Advisors, LLC
- $2.35 Billion
- Q4 2024
A detailed history of Sand Hill Global Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 29,901 shares of SCHD stock, worth $772,043. This represents 0.03% of its overall portfolio holdings.
Number of Shares
29,901
Previous 9,967
200.0%
Holding current value
$772,043
Previous $842,000
3.09%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
840MCall 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, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio