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 $19,306. This represents 0.04% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$19,306
Previous $56,000
3.57%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio