D'Orazio & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
D'Orazio & Associates, Inc.
- $676 Million
- Q4 2024
A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 29,851 shares of SCHD stock, worth $836,126. This represents 0.12% of its overall portfolio holdings.
Number of Shares
29,851
Previous 10,424
186.37%
Holding current value
$836,126
Previous $881,000
7.49%
% of portfolio
0.12%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio