Smart Portfolios, LLC Schwab Strategic Tr Us Dividen Transaction History
Smart Portfolios, LLC
- $90.8 Million
- Q2 2024
A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smart Portfolios, LLC holds 8,420 shares of SCHD stock, worth $709,469. This represents 0.72% of its overall portfolio holdings.
Number of Shares
8,420
Previous 8,125
3.63%
Holding current value
$709,469
Previous $655,000
0.15%
% of portfolio
0.72%
Previous 0.76%
Shares
2 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio