Stonehearth Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Stonehearth Capital Management, LLC
- $246 Million
- Q4 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 610,355 shares of SCHD stock, worth $17 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
610,355
Previous 197,563
208.94%
Holding current value
$17 Million
Previous $16.7 Million
0.16%
% of portfolio
6.77%
Previous 6.73%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio