Westbourne Investments, Inc. Schwab Strategic Tr Us Dividen Transaction History
Westbourne Investments, Inc.
- $170 Billion
- Q4 2024
A detailed history of Westbourne Investments, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Westbourne Investments, Inc. holds 51,320 shares of SCHD stock, worth $1.44 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
51,320Holding current value
$1.44 Million% of portfolio
0.83%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$797 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$728 Million4.56% of portfolio