Versant Capital Management, Inc Schwab Strategic Tr Us Dividen Transaction History
Versant Capital Management, Inc
- $578 Million
- Q1 2025
A detailed history of Versant Capital Management, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Versant Capital Management, Inc holds 634 shares of SCHD stock, worth $16,116. This represents 0.0% of its overall portfolio holdings.
Number of Shares
634
Previous 520
21.92%
Holding current value
$16,116
Previous $14,000
21.43%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio