Papp L Roy & Associates Schwab Strategic Tr Us Dividen Transaction History
Papp L Roy & Associates
- $810 Million
- Q4 2024
A detailed history of Papp L Roy & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Papp L Roy & Associates holds 16,086 shares of SCHD stock, worth $451,212. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,086
Previous 5,471
194.02%
Holding current value
$451,212
Previous $462,000
4.98%
% of portfolio
0.05%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio