Navalign, LLC Schwab Strategic Tr Us Dividen Transaction History

Navalign, LLC

$337 Million
Q3 2024

A detailed history of Navalign, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Navalign, LLC holds 82,129 shares of SCHD stock, worth $2.31 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

82,129

Holding current value

$2.31 Million

% of portfolio

2.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $6.33 Million - $6.99 Million	82,129 New	82,129 $6.94 Million

Others Institutions Holding SCHD

# of Institutions

1,705

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$314 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$286 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$261 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$251 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$233 Million
4.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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