Signal Point Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Signal Point Asset Management, LLC
- $376 Million
- Q4 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 31,160 shares of SCHD stock, worth $867,182. This represents 0.23% of its overall portfolio holdings.
Number of Shares
31,160
Previous 10,079
209.16%
Holding current value
$867,182
Previous $851,000
-0.0%
% of portfolio
0.23%
Previous 0.22%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio