Steph & CO Schwab Strategic Tr Us Dividen Transaction History
Steph & CO
- $276 Million
- Q3 2024
A detailed history of Steph & CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Steph & CO holds 200 shares of SCHD stock, worth $5,622. This represents 0.01% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$5,622
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio