Thompson Davis & Co., Inc. Schwab Strategic Tr Us Dividen Transaction History
Thompson Davis & Co., Inc.
- $153 Million
- Q4 2024
A detailed history of Thompson Davis & Co., Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Thompson Davis & Co., Inc. holds 16,658 shares of SCHD stock, worth $459,427. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,658
Previous 5,023
231.63%
Holding current value
$459,427
Previous $424,000
7.31%
% of portfolio
0.3%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio