Svb Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Svb Wealth LLC
- $4.01 Billion
- Q2 2024
A detailed history of Svb Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Svb Wealth LLC holds 74,877 shares of SCHD stock, worth $6.33 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
74,877
Previous 125,590
40.38%
Holding current value
$6.33 Million
Previous $10.1 Million
42.5%
% of portfolio
0.15%
Previous 0.23%
Shares
19 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
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio