Sand Hill Global Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Sand Hill Global Advisors, LLC
- $2.37 Billion
- Q3 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 9,967 shares of SCHD stock, worth $285,355. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,967
Previous 10,362
3.81%
Holding current value
$285,355
Previous $805,000
4.6%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio