Strategic Advocates LLC Schwab Strategic Tr Us Dividen Transaction History
Strategic Advocates LLC
- $279 Billion
- Q3 2024
A detailed history of Strategic Advocates LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Advocates LLC holds 10,014 shares of SCHD stock, worth $276,186. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,014
Previous 17,508
42.8%
Holding current value
$276,186
Previous $1.36 Billion
37.83%
% of portfolio
0.3%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio