Stephens Inc Schwab Strategic Tr Us Dividen Transaction History
Stephens Inc
- $6.31 Billion
- Q2 2024
A detailed history of Stephens Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stephens Inc holds 225,473 shares of SCHD stock, worth $18.8 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
225,473
Previous 206,623
9.12%
Holding current value
$18.8 Million
Previous $16.7 Million
5.23%
% of portfolio
0.28%
Previous 0.27%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio