Van Cleef Asset Management,Inc Schwab Strategic Tr Us Dividen Transaction History
Van Cleef Asset Management,Inc
- $775 Million
- Q2 2024
A detailed history of Van Cleef Asset Management,Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Van Cleef Asset Management,Inc holds 9,656 shares of SCHD stock, worth $804,827. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,656
Previous 7,923
21.87%
Holding current value
$804,827
Previous $638,000
17.55%
% of portfolio
0.1%
Previous 0.08%
Shares
28 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$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio