Palisades Hudson Asset Management, L.P. Schwab Strategic Tr Us Dividen Transaction History
Palisades Hudson Asset Management, L.P.
- $237 Million
- Q4 2024
A detailed history of Palisades Hudson Asset Management, L.P. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 7,599 shares of SCHD stock, worth $209,428. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,599
Previous 2,533
200.0%
Holding current value
$209,428
Previous $214,000
2.8%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
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
-
Northwestern Mutual Wealth Management CO18.2MShares$502 Million0.42% of portfolio