Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Wall Street Access Asset Management, LLC
- $243 Million
- Q2 2024
A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 6,680 shares of SCHD stock, worth $565,462. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,680
Previous 6,680
-0.0%
Holding current value
$565,462
Previous $538,000
3.53%
% of portfolio
0.21%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio