Disciplined Investors, L.L.C. Schwab Strategic Tr Us Dividen Transaction History
Disciplined Investors, L.L.C.
- $104 Billion
- Q4 2024
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 39,121 shares of SCHD stock, worth $1.08 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
39,121Holding current value
$1.08 Million% of portfolio
1.03%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio