Indie Asset Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Indie Asset Partners, LLC
- $129 Million
- Q3 2024
A detailed history of Indie Asset Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Indie Asset Partners, LLC holds 23,162 shares of SCHD stock, worth $652,473. This represents 1.52% of its overall portfolio holdings.
Number of Shares
23,162
Previous 22,431
3.26%
Holding current value
$652,473
Previous $1.74 Million
12.21%
% of portfolio
1.52%
Previous 1.43%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio