Stonehearth Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Stonehearth Capital Management, LLC
- $231 Million
- Q2 2024
A detailed history of Stonehearth Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 91,159 shares of SCHD stock, worth $7.7 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
91,159Holding current value
$7.7 Million% of portfolio
3.07%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio