Stillwater Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Stillwater Investment Management, LLC
- $372 Million
- Q1 2023
A detailed history of Stillwater Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stillwater Investment Management, LLC holds 7,000 shares of SCHD stock, worth $194,320. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,000
Previous 6,988
0.17%
Holding current value
$194,320
Previous $527,000
2.85%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio