Greenleaf Trust Schwab Strategic Tr Us Dividen Transaction History
Greenleaf Trust
- $10.9 Billion
- Q4 2024
A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Greenleaf Trust holds 12,667 shares of SCHD stock, worth $351,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,667
Previous 3,956
220.2%
Holding current value
$351,635
Previous $334,000
3.59%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio