Montis Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Montis Financial, LLC holds 208,317 shares of SCHD stock, worth $5.75 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
208,317
Previous 60,544
244.08%
Holding current value
$5.75 Million
Previous $5.12 Million
11.22%
% of portfolio
1.77%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio