Dowling & Yahnke LLC Schwab Strategic Tr Us Dividen Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dowling & Yahnke LLC holds 4,267 shares of SCHD stock, worth $117,598. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,267
Previous 4,267
-0.0%
Holding current value
$117,598
Previous $306,000
7.52%
% of portfolio
0.13%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio