New Edge Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Edge Advisors, LLC holds 927,418 shares of SCHD stock, worth $25.7 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
927,418
Previous 439,342
111.09%
Holding current value
$25.7 Million
Previous $37.1 Million
31.77%
% of portfolio
0.16%
Previous 0.25%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio