Sumitomo Life Insurance CO Schwab Strategic Tr Us Dividen Transaction History
Sumitomo Life Insurance CO
- $4.16 Billion
- Q1 2024
A detailed history of Sumitomo Life Insurance CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sumitomo Life Insurance CO holds 6,320,000 shares of SCHD stock, worth $497 Million. This represents 12.26% of its overall portfolio holdings.
Number of Shares
6,320,000
Previous 3,000,000
110.67%
Holding current value
$497 Million
Previous $228 Million
123.12%
% of portfolio
12.26%
Previous 7.11%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,634Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$852 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$764 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$719 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$611 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$566 Million0.06% of portfolio