Signal Point Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Signal Point Asset Management, LLC
- $339 Million
- Q2 2024
A detailed history of Signal Point Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Signal Point Asset Management, LLC holds 10,053 shares of SCHD stock, worth $849,780. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,053
Previous 9,837
2.2%
Holding current value
$849,780
Previous $793,000
1.51%
% of portfolio
0.23%
Previous 0.24%
Shares
24 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