Van Den Berg Management I, Inc Schwab Strategic Tr Us Dividen Transaction History
Van Den Berg Management I, Inc
- $306 Million
- Q3 2024
A detailed history of Van Den Berg Management I, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Van Den Berg Management I, Inc holds 609 shares of SCHD stock, worth $17,094. This represents 0.02% of its overall portfolio holdings.
Number of Shares
609
Previous 609
-0.0%
Holding current value
$17,094
Previous $47,000
8.51%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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