North Crest Asset Manangement, LLC Schwab Strategic Tr Us Dividen Transaction History
North Crest Asset Manangement, LLC
- $3.22 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 42,182 shares of SCHD stock, worth $1.16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
42,182
Previous 14,040
200.44%
Holding current value
$1.16 Million
Previous $383,000
200.78%
% of portfolio
0.04%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio