Investment Partners Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Investment Partners Asset Management, Inc.
- $122 Billion
- Q3 2024
A detailed history of Investment Partners Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 8,158 shares of SCHD stock, worth $225,079. This represents 0.57% of its overall portfolio holdings.
Number of Shares
8,158
Previous 8,156
0.02%
Holding current value
$225,079
Previous $634 Million
8.73%
% of portfolio
0.57%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares 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$235 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio