Mitchell Sinkler & Starr Schwab Strategic Tr Us Dividen Transaction History
Mitchell Sinkler & Starr
- $422 Million
- Q3 2024
A detailed history of Mitchell Sinkler & Starr transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mitchell Sinkler & Starr holds 24,575 shares of SCHD stock, worth $689,820. This represents 0.49% of its overall portfolio holdings.
Number of Shares
24,575
Previous 22,920
7.22%
Holding current value
$689,820
Previous $1.78 Million
16.55%
% of portfolio
0.49%
Previous 0.46%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio