Chapin Davis, Inc. Schwab Strategic Tr Us Dividen Transaction History
Chapin Davis, Inc.
- $307 Billion
- Q4 2024
A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chapin Davis, Inc. holds 8,397 shares of SCHD stock, worth $229,154. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,397
Previous 8,397
-0.0%
Holding current value
$229,154
Previous $710 Million
-0.0%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,947Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio