Auxano Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Auxano Advisors, LLC
- $348 Million
- Q2 2024
A detailed history of Auxano Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Auxano Advisors, LLC holds 59,652 shares of SCHD stock, worth $1.68 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
59,652
Previous 59,750
0.16%
Holding current value
$1.68 Million
Previous $4.82 Million
3.72%
% of portfolio
1.33%
Previous 1.43%
Shares
13 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