Community Financial Services Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Community Financial Services Group, LLC
- $489 Billion
- Q3 2024
A detailed history of Community Financial Services Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Community Financial Services Group, LLC holds 41,044 shares of SCHD stock, worth $1.13 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
41,044
Previous 42,133
2.58%
Holding current value
$1.13 Million
Previous $3.28 Billion
5.9%
% of portfolio
0.71%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio