St. Johns Investment Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History
St. Johns Investment Management Company, LLC
- $215 Million
- Q4 2024
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 212,795 shares of SCHD stock, worth $5.87 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
212,795
Previous 71,192
198.9%
Holding current value
$5.87 Million
Previous $6.02 Million
3.39%
% of portfolio
2.71%
Previous 2.83%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares 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