Palladiem, LLC Schwab Strategic Tr Us Dividen Transaction History
Palladiem, LLC
- $89 Million
- Q3 2023
A detailed history of Palladiem, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Palladiem, LLC holds 69,065 shares of SCHD stock, worth $1.94 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
69,065
Previous 71,085
2.84%
Holding current value
$1.94 Million
Previous $5.16 Million
5.33%
% of portfolio
5.49%
Previous 5.56%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio