Raab & Moskowitz Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Raab & Moskowitz Asset Management LLC
- $405 Million
- Q4 2024
A detailed history of Raab & Moskowitz Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Raab & Moskowitz Asset Management LLC holds 66,859 shares of SCHD stock, worth $1.7 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
66,859
Previous 23,130
189.06%
Holding current value
$1.7 Million
Previous $1.96 Million
6.6%
% of portfolio
0.45%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio