Southland Equity Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Southland Equity Partners LLC
- $411 Billion
- Q3 2024
A detailed history of Southland Equity Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Southland Equity Partners LLC holds 207,672 shares of SCHD stock, worth $5.83 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
207,672
Previous 147,139
41.14%
Holding current value
$5.83 Million
Previous $11.4 Billion
53.43%
% of portfolio
4.27%
Previous 3.27%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio