Westwood Holdings Group Inc Schwab Strategic Tr Us Dividen Transaction History
Westwood Holdings Group Inc
- $12.6 Billion
- Q3 2024
A detailed history of Westwood Holdings Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Westwood Holdings Group Inc holds 5,388 shares of SCHD stock, worth $149,948. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,388
Previous 5,388
-0.0%
Holding current value
$149,948
Previous $418,000
8.85%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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