Stonebrook Private Inc. Schwab Strategic Tr Us Dividen Transaction History
Stonebrook Private Inc.
- $348 Billion
- Q2 2024
A detailed history of Stonebrook Private Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonebrook Private Inc. holds 10,518 shares of SCHD stock, worth $295,660. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,518
Previous 10,239
2.72%
Holding current value
$295,660
Previous $826 Million
0.93%
% of portfolio
0.24%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares 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