Lri Investments, LLC Schwab Strategic Tr Us Dividen Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lri Investments, LLC holds 2,729 shares of SCHD stock, worth $75,948. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,729
Previous 715
281.68%
Holding current value
$75,948
Previous $55.6 Million
41.73%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,829Shares Held
439MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio