Sand Hill Global Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Sand Hill Global Advisors, LLC
- $2.42 Billion
- Q1 2025
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 28,516 shares of SCHD stock, worth $761,377. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,516
Previous 29,901
4.63%
Holding current value
$761,377
Previous $816,000
2.33%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio