Stonebrook Private Inc. Schwab Strategic Tr Us Dividen Transaction History
Stonebrook Private Inc.
- $382 Billion
- Q4 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 31,524 shares of SCHD stock, worth $869,431. This represents 0.23% of its overall portfolio holdings.
Number of Shares
31,524
Previous 10,724
193.96%
Holding current value
$869,431
Previous $906 Million
4.99%
% of portfolio
0.23%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio