Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History
Bruce G. Allen Investments, LLC
- $123 Billion
- Q4 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 281,838 shares of SCHD stock, worth $7.79 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
281,838
Previous 90,161
212.59%
Holding current value
$7.79 Million
Previous $7.62 Billion
1.03%
% of portfolio
6.25%
Previous 5.92%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio