Tull Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Tull Financial Group, Inc.
- $153 Million
- Q4 2024
A detailed history of Tull Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tull Financial Group, Inc. holds 282,070 shares of SCHD stock, worth $7.38 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
282,070
Previous 232,336
21.41%
Holding current value
$7.38 Million
Previous $19.6 Million
60.76%
% of portfolio
5.05%
Previous 11.94%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio