Integral Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Integral Investment Advisors, Inc.
- $362 Million
- Q3 2024
A detailed history of Integral Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Integral Investment Advisors, Inc. holds 102,764 shares of SCHD stock, worth $2.81 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
102,764
Previous 95,945
7.11%
Holding current value
$2.81 Million
Previous $7.46 Million
16.43%
% of portfolio
2.4%
Previous 2.79%
Shares
3 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