Stonebrook Private Inc. Schwab Strategic Tr Us Dividen Transaction History
Stonebrook Private Inc.
- $378 Billion
- Q3 2024
A detailed history of Stonebrook Private Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonebrook Private Inc. holds 10,724 shares of SCHD stock, worth $301,022. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,724
Previous 10,518
1.96%
Holding current value
$301,022
Previous $818 Million
10.84%
% of portfolio
0.24%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio