Smith Anglin Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Smith Anglin Financial, LLC
- $963 Million
- Q1 2024
A detailed history of Smith Anglin Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smith Anglin Financial, LLC holds 45,467 shares of SCHD stock, worth $3.54 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
45,467
Previous 41,870
8.59%
Holding current value
$3.54 Million
Previous $3.19 Million
15.03%
% of portfolio
0.38%
Previous 0.37%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio