Kentucky Trust CO Schwab Strategic Tr Us Dividen Transaction History

Kentucky Trust CO

$170 Billion
Q4 2024

A detailed history of Kentucky Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kentucky Trust CO holds 105 shares of SCHD stock, worth $2,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

105

Holding current value

$2,941

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $2,827 - $8,919	105 New	105 $2.87 Million

Others Institutions Holding SCHD

# of Institutions

1,813

Shares Held

410M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$751 Million
13.87% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$323 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$310 Million
8.18% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$259 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$238 Million
4.81% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

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