Dale Q Rice Investment Management LTD Schwab Strategic Tr Us Dividen Transaction History
Dale Q Rice Investment Management LTD
- $227 Billion
- Q4 2024
A detailed history of Dale Q Rice Investment Management LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dale Q Rice Investment Management LTD holds 45,006 shares of SCHD stock, worth $1.25 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
45,006Holding current value
$1.25 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,779Shares Held
316MCall 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
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Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio