Thompson Davis & Co., Inc. Schwab Strategic Tr Us Dividen Transaction History
Thompson Davis & Co., Inc.
- $153 Million
- Q4 2024
A detailed history of Thompson Davis & Co., Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Thompson Davis & Co., Inc. holds 16,658 shares of SCHD stock, worth $427,610. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,658
Previous 5,023
231.63%
Holding current value
$427,610
Previous $424,000
7.31%
% of portfolio
0.3%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio