Solitude Financial Services Schwab Strategic Tr Us Dividen Transaction History
Solitude Financial Services
- $234 Million
- Q3 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 3,095 shares of SCHD stock, worth $85,886. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,095
Previous 3,335
7.2%
Holding current value
$85,886
Previous $259,000
0.77%
% of portfolio
0.11%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio