St. Johns Investment Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History
St. Johns Investment Management Company, LLC
- $202 Million
- Q1 2025
A detailed history of St. Johns Investment Management Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, St. Johns Investment Management Company, LLC holds 213,825 shares of SCHD stock, worth $5.49 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
213,825
Previous 212,795
0.48%
Holding current value
$5.49 Million
Previous $5.81 Million
2.84%
% of portfolio
2.96%
Previous 2.71%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio