Seven Bridge Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Seven Bridge Financial Group, LLC
- $465 Million
- Q2 2024
A detailed history of Seven Bridge Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 145,502 shares of SCHD stock, worth $4.1 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
145,502
Previous 142,416
2.17%
Holding current value
$4.1 Million
Previous $11.5 Million
1.47%
% of portfolio
2.43%
Previous 2.59%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio