Hunter Associates Investment Management LLC Schwab Strategic Tr Us Dividen Transaction History
Hunter Associates Investment Management LLC
- $646 Million
- Q3 2024
A detailed history of Hunter Associates Investment Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hunter Associates Investment Management LLC holds 207,163 shares of SCHD stock, worth $5.71 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
207,163
Previous 190,415
8.8%
Holding current value
$5.71 Million
Previous $14.8 Million
18.52%
% of portfolio
2.71%
Previous 2.49%
Shares
10 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