Avalon Trust CO Schwab Strategic Tr Us Dividen Transaction History
Avalon Trust CO
- $1.35 Trillion
- Q3 2024
A detailed history of Avalon Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avalon Trust CO holds 1,140 shares of SCHD stock, worth $31,726. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,140
Previous 1,140
-0.0%
Holding current value
$31,726
Previous $88.6 Million
8.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,773Shares Held
298MCall Options Held
1.92MPut Options Held
1.16M-
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
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio