Smart Money Group LLC Schwab Strategic Tr Us Dividen Transaction History
Smart Money Group LLC
- $254 Million
- Q4 2024
A detailed history of Smart Money Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smart Money Group LLC holds 192,237 shares of SCHD stock, worth $5.3 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
192,237
Previous 202,250
4.95%
Holding current value
$5.3 Million
Previous $17.1 Million
69.29%
% of portfolio
2.06%
Previous 6.6%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio