Donaldson Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Donaldson Capital Management, LLC
- $2.57 Billion
- Q4 2024
A detailed history of Donaldson Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 257,709 shares of SCHD stock, worth $7.2 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
257,709
Previous 82,804
211.23%
Holding current value
$7.2 Million
Previous $7 Million
0.59%
% of portfolio
0.27%
Previous 0.27%
Shares
6 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$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio