Creekside Partners Schwab Strategic Tr Us Dividen Transaction History
Creekside Partners
- $193 Billion
- Q4 2024
A detailed history of Creekside Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Creekside Partners holds 9,772 shares of SCHD stock, worth $269,316. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,772
Previous 3,247
200.95%
Holding current value
$269,316
Previous $274 Million
2.74%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio