Strategy Asset Managers LLC Schwab Strategic Tr Us Dividen Transaction History
Strategy Asset Managers LLC
- $511 Million
- Q4 2024
A detailed history of Strategy Asset Managers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategy Asset Managers LLC holds 10,095 shares of SCHD stock, worth $278,420. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,095
Previous 3,921
157.46%
Holding current value
$278,420
Previous $331,000
16.92%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall 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