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 $1.88 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
69,065
Previous 71,085
2.84%
Holding current value
$1.88 Million
Previous $5.16 Million
5.33%
% of portfolio
5.49%
Previous 5.56%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio