Trustcore Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
A detailed history of Trustcore Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 11,738 shares of SCHD stock, worth $989,043. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,738
Previous 11,732
0.05%
Holding current value
$989,043
Previous $779,000
13.74%
% of portfolio
0.08%
Previous 0.07%
Shares
21 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