Select Asset Management & Trust Schwab Strategic Tr Us Dividen Transaction History
Select Asset Management & Trust
- $251 Million
- Q2 2024
A detailed history of Select Asset Management & Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Select Asset Management & Trust holds 2,677 shares of SCHD stock, worth $226,286. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,677
Previous 2,677
-0.0%
Holding current value
$226,286
Previous $216,000
3.7%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio