North Crest Asset Manangement, LLC Schwab Strategic Tr Us Dividen Transaction History
North Crest Asset Manangement, LLC
- $3.19 Billion
- Q4 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 $386,942. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,040
Previous 14,040
-0.0%
Holding current value
$386,942
Previous $1.19 Million
67.71%
% of portfolio
0.01%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio