Cordasco Financial Network Schwab Strategic Tr Us Dividen Transaction History
Cordasco Financial Network
- $138 Million
- Q2 2022
A detailed history of Cordasco Financial Network transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cordasco Financial Network holds 5,274 shares of SCHD stock, worth $146,775. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,274
Previous 2,664
97.97%
Holding current value
$146,775
Previous $210,000
80.0%
% of portfolio
0.27%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,773Shares Held
298MCall Options Held
1.92MPut Options Held
1.16M-
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
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio