Sawgrass Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Sawgrass Asset Management LLC
- $920 Million
- Q2 2024
A detailed history of Sawgrass Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sawgrass Asset Management LLC holds 8,759 shares of SCHD stock, worth $710,442. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,759
Previous 8,759
-0.0%
Holding current value
$710,442
Previous $706,000
3.54%
% of portfolio
0.07%
Previous 0.08%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio