Paul Damon & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
Paul Damon & Associates, Inc.
- $166 Billion
- Q4 2024
A detailed history of Paul Damon & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 507,977 shares of SCHD stock, worth $13.9 Million. This represents 8.38% of its overall portfolio holdings.
Number of Shares
507,977
Previous 171,351
196.45%
Holding current value
$13.9 Million
Previous $14.5 Billion
4.19%
% of portfolio
8.38%
Previous 9.33%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,947Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio