Hazlett, Burt & Watson, Inc. Schwab Strategic Tr Us Dividen Transaction History
Hazlett, Burt & Watson, Inc.
- $217 Million
- Q3 2024
A detailed history of Hazlett, Burt & Watson, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 125,011 shares of SCHD stock, worth $3.42 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
125,011
Previous 123,905
0.89%
Holding current value
$3.42 Million
Previous $9.63 Million
9.74%
% of portfolio
4.86%
Previous 4.96%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
281MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio