Howard Financial Services, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Howard Financial Services, Ltd.
- $686 Million
- Q3 2024
A detailed history of Howard Financial Services, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 657,248 shares of SCHD stock, worth $18.1 Million. This represents 8.1% of its overall portfolio holdings.
Number of Shares
657,248
Previous 628,375
4.59%
Holding current value
$18.1 Million
Previous $48.9 Million
13.7%
% of portfolio
8.1%
Previous 8.05%
Shares
24 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio