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 $2.28 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

82,129

Holding current value

$2.28 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

1,903

Shares Held

674M

Call Options Held

3.35M

Put Options Held

1.22M

Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.01 Billion
0.42% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$744 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$722 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$602 Million
0.22% of portfolio
Envestnet Asset Management Inc

19.6M
Shares

$545 Million
0.18% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Navalign, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navalign, LLC with notifications on news.

Account