Stonebrook Private Inc. Schwab Strategic Tr Us Dividen Transaction History
Stonebrook Private Inc.
- $343 Billion
- Q1 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 10,239 shares of SCHD stock, worth $788,607. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,239
Previous 8,698
17.72%
Holding current value
$788,607
Previous $662 Million
24.67%
% of portfolio
0.24%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio