Community Financial Services Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Community Financial Services Group, LLC
- $505 Billion
- Q4 2024
A detailed history of Community Financial Services Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Community Financial Services Group, LLC holds 19,506 shares of SCHD stock, worth $542,851. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,506
Previous 41,044
52.48%
Holding current value
$542,851
Previous $3.47 Billion
84.64%
% of portfolio
0.11%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio