Roberts Glore & CO Inc Schwab Strategic Tr Us Dividen Transaction History
Roberts Glore & CO Inc
- $341 Million
- Q3 2024
A detailed history of Roberts Glore & CO Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roberts Glore & CO Inc holds 2,945 shares of SCHD stock, worth $81,252. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,945
Previous 2,945
-0.0%
Holding current value
$81,252
Previous $229,000
8.3%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$235 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio