Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 161,849 shares of SCHD stock, worth $13.4 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
161,849Holding current value
$13.4 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio