Titleist Asset Management, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Titleist Asset Management, Ltd.
- $426 Million
- Q4 2022
A detailed history of Titleist Asset Management, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Titleist Asset Management, Ltd. holds 100,023 shares of SCHD stock, worth $7.78 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
100,023
Previous 87,913
13.77%
Holding current value
$7.78 Million
Previous $5.84 Million
29.37%
% of portfolio
1.77%
Previous 1.34%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio