Consolidated Portfolio Review Corp Schwab Strategic Tr Us Dividen Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 95,817 shares of SCHD stock, worth $2.66 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
95,817
Previous 30,948
209.61%
Holding current value
$2.66 Million
Previous $2.62 Billion
0.06%
% of portfolio
0.41%
Previous 0.58%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio