Thompson Davis & Co., Inc. Schwab Strategic Tr Us Dividen Transaction History
Thompson Davis & Co., Inc.
- $146 Million
- Q1 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 3,832 shares of SCHD stock, worth $295,753. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,832
Previous 3,813
0.5%
Holding current value
$295,753
Previous $290,000
6.21%
% of portfolio
0.21%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio