Skyline Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Skyline Advisors, Inc.
- $243 Billion
- Q3 2024
A detailed history of Skyline Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Skyline Advisors, Inc. holds 194,769 shares of SCHD stock, worth $5.35 Million. This represents 6.78% of its overall portfolio holdings.
Number of Shares
194,769
Previous 192,291
1.29%
Holding current value
$5.35 Million
Previous $15 Billion
10.11%
% of portfolio
6.78%
Previous 6.5%
Shares
4 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$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio