Solitude Financial Services Schwab Strategic Tr Us Dividen Transaction History
Solitude Financial Services
- $215 Million
- Q2 2024
A detailed history of Solitude Financial Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Solitude Financial Services holds 3,335 shares of SCHD stock, worth $275,837. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,335
Previous 8,795
62.08%
Holding current value
$275,837
Previous $709,000
63.47%
% of portfolio
0.12%
Previous 0.33%
Shares
9 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
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio