Stonehearth Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Stonehearth Capital Management, LLC
- $246 Million
- Q4 2024
A detailed history of Stonehearth Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 610,355 shares of SCHD stock, worth $16.9 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
610,355
Previous 197,563
208.94%
Holding current value
$16.9 Million
Previous $16.7 Million
0.16%
% of portfolio
6.77%
Previous 6.73%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio