Concord Wealth Partners Schwab Strategic Tr Us Dividen Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Concord Wealth Partners holds 57,636 shares of SCHD stock, worth $1.59 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
57,636
Previous 69,998
17.66%
Holding current value
$1.59 Million
Previous $5.44 Million
10.51%
% of portfolio
0.82%
Previous 0.97%
Shares
18 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