Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History
Accordant Advisory Group Inc
- $126 Billion
- Q3 2024
A detailed history of Accordant Advisory Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accordant Advisory Group Inc holds 2,025 shares of SCHD stock, worth $56,922. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,025
Previous 2,000
1.25%
Holding current value
$56,922
Previous $156 Million
10.06%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio