United Bank Schwab Strategic Tr Us Dividen Transaction History
United Bank
- $195 Million
- Q1 2024
A detailed history of United Bank transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Bank holds 59,960 shares of SCHD stock, worth $4.63 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
59,960
Previous 53,955
11.13%
Holding current value
$4.63 Million
Previous $4.11 Million
17.7%
% of portfolio
2.48%
Previous 2.28%
Shares
11 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