Versant Capital Management, Inc Schwab Strategic Tr Us Dividen Transaction History
Versant Capital Management, Inc
- $454 Million
- Q4 2024
A detailed history of Versant Capital Management, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Versant Capital Management, Inc holds 520 shares of SCHD stock, worth $14,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
520
Previous 172
202.33%
Holding current value
$14,471
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio