Verum Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Verum Partners LLC
- $310 Billion
- Q2 2024
A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verum Partners LLC holds 26,209 shares of SCHD stock, worth $2.09 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
26,209
Previous 36,398
27.99%
Holding current value
$2.09 Million
Previous $2.93 Billion
30.56%
% of portfolio
0.66%
Previous 1.04%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,652Shares Held
272MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$863 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$774 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$728 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$619 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$574 Million0.06% of portfolio