Stevard, LLC Schwab Strategic Tr Us Dividen Transaction History
Stevard, LLC
- $115 Million
- Q2 2024
A detailed history of Stevard, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stevard, LLC holds 3,921 shares of SCHD stock, worth $114,101. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,921
Previous 3,921
-0.0%
Holding current value
$114,101
Previous $316,000
3.8%
% of portfolio
0.26%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio