Community Financial Services Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Community Financial Services Group, LLC
- $505 Billion
- Q4 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 19,506 shares of SCHD stock, worth $555,140. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,506
Previous 41,044
52.48%
Holding current value
$555,140
Previous $3.47 Billion
84.64%
% of portfolio
0.11%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio