Thompson Davis & Co., Inc. Schwab Strategic Tr Us Dividen Transaction History
Thompson Davis & Co., Inc.
- $132 Million
- Q3 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 5,023 shares of SCHD stock, worth $140,694. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,023
Previous 3,627
38.49%
Holding current value
$140,694
Previous $282,000
50.35%
% of portfolio
0.32%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio