Commonwealth Retirement Investments LLC Schwab Strategic Tr Us Dividen Transaction History
Commonwealth Retirement Investments LLC
- $218 Billion
- Q2 2024
A detailed history of Commonwealth Retirement Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 26,602 shares of SCHD stock, worth $749,378. This represents 0.95% of its overall portfolio holdings.
Number of Shares
26,602
Previous 29,310
9.24%
Holding current value
$749,378
Previous $2.36 Billion
12.47%
% of portfolio
0.95%
Previous 1.13%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio