Keudell Schwab Strategic Tr Us Dividen Transaction History
Keudell
- $366 Million
- Q3 2024
A detailed history of Keudell transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keudell holds 250,014 shares of SCHD stock, worth $6.87 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
250,014
Previous 216,615
15.42%
Holding current value
$6.87 Million
Previous $16.8 Million
25.47%
% of portfolio
5.77%
Previous 4.93%
Shares
12 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$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio