Steph & CO Schwab Strategic Tr Us Dividen Transaction History
Steph & CO
- $255 Million
- Q4 2024
A detailed history of Steph & CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Steph & CO holds 700 shares of SCHD stock, worth $19,481. This represents 0.01% of its overall portfolio holdings.
Number of Shares
700
Previous 200
250.0%
Holding current value
$19,481
Previous $16,000
18.75%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio