Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 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 162,391 shares of SCHD stock, worth $4.56 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
162,391
Previous 161,849
0.33%
Holding current value
$4.56 Million
Previous $12.6 Million
9.07%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio