Clearstead Trust, LLC Schwab Strategic Tr Us Dividen Transaction History
Clearstead Trust, LLC
- $372 Million
- Q3 2024
A detailed history of Clearstead Trust, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clearstead Trust, LLC holds 23,066 shares of SCHD stock, worth $636,160. This represents 0.52% of its overall portfolio holdings.
Number of Shares
23,066
Previous 19,491
18.34%
Holding current value
$636,160
Previous $1.52 Million
28.65%
% of portfolio
0.52%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio