Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Dividen Transaction History
Brown, Lisle/Cummings, Inc.
- $329 Billion
- Q3 2024
A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 2,545 shares of SCHD stock, worth $71,489. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,545
Previous 2,170
17.28%
Holding current value
$71,489
Previous $169 Million
27.49%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio