Washington Trust Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Washington Trust Advisors, Inc.
- $1.13 Billion
- Q3 2024
A detailed history of Washington Trust Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 5,195 shares of SCHD stock, worth $140,680. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,195
Previous 2,629
97.6%
Holding current value
$140,680
Previous $204,000
115.2%
% of portfolio
0.04%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio