Koshinski Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Koshinski Asset Management, Inc.
- $44.7 Billion
- Q4 2024
A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 658,825 shares of SCHD stock, worth $18.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
658,825
Previous 244,983
168.93%
Holding current value
$18.2 Million
Previous $20.7 Million
13.08%
% of portfolio
0.04%
Previous 1.83%
Shares
42 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio