Jbr CO Financial Management Inc Schwab Strategic Tr Us Dividen Transaction History
Jbr CO Financial Management Inc
- $153 Billion
- Q3 2024
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 14,615 shares of SCHD stock, worth $410,827. This represents 0.81% of its overall portfolio holdings.
Number of Shares
14,615
Previous 15,423
5.24%
Holding current value
$410,827
Previous $1.2 Billion
3.01%
% of portfolio
0.81%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares 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