Boyd Watterson Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Boyd Watterson Asset Management LLC
- $353 Million
- Q4 2024
A detailed history of Boyd Watterson Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Boyd Watterson Asset Management LLC holds 89,993 shares of SCHD stock, worth $2.29 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
89,993
Previous 26,914
234.37%
Holding current value
$2.29 Million
Previous $2.28 Million
8.04%
% of portfolio
0.7%
Previous 0.64%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio