Stonebrook Private Inc. Schwab Strategic Tr Us Dividen Transaction History
Stonebrook Private Inc.
- $378 Billion
- Q3 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 10,724 shares of SCHD stock, worth $307,886. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,724
Previous 10,518
1.96%
Holding current value
$307,886
Previous $818 Million
10.84%
% of portfolio
0.24%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio