Southland Equity Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Southland Equity Partners LLC
- $430 Billion
- Q1 2025
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 696,932 shares of SCHD stock, worth $17.7 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
696,932
Previous 699,852
0.42%
Holding current value
$17.7 Million
Previous $19.1 Billion
1.92%
% of portfolio
4.54%
Previous 4.45%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio