Keel Point, LLC Schwab Strategic Tr Us Dividen Transaction History

Keel Point, LLC

$1.12 Billion
Q2 2024

A detailed history of Keel Point, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keel Point, LLC holds 2,523 shares of SCHD stock, worth $71,148. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,523

Holding current value

$71,148

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $191,268 - $202,218	2,523 New	2,523 $196,000

Others Institutions Holding SCHD

# of Institutions

1,698

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$315 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$287 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$261 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$252 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$233 Million
4.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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