Smith, Moore & Co. Schwab Strategic Tr Us Dividen Transaction History
Smith, Moore & Co.
- $1.03 Billion
- Q3 2024
A detailed history of Smith, Moore & Co. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smith, Moore & Co. holds 75,590 shares of SCHD stock, worth $2.08 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
75,590
Previous 74,567
1.37%
Holding current value
$2.08 Million
Previous $5.8 Million
10.19%
% of portfolio
0.62%
Previous 0.6%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares 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$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio