North Crest Asset Manangement, LLC Schwab Strategic Tr Us Dividen Transaction History
North Crest Asset Manangement, LLC
- $3.19 Billion
- Q3 2024
A detailed history of North Crest Asset Manangement, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, North Crest Asset Manangement, LLC holds 14,040 shares of SCHD stock, worth $385,257. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,040Holding current value
$385,257% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,763Shares Held
277MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$316 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$253 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$245 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$233 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$203 Million0.05% of portfolio