Spotlight Asset Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 700 shares of SCHD stock, worth $59,171. This represents 0.04% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$59,171
Previous $56,000
3.57%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio