Toroso Investments, LLC Schwab Strategic Tr Us Dividen Transaction History
Toroso Investments, LLC
- $6.55 Billion
- Q2 2024
A detailed history of Toroso Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Toroso Investments, LLC holds 5,394 shares of SCHD stock, worth $454,498. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,394
Previous 3,843
40.36%
Holding current value
$454,498
Previous $309,000
35.6%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio