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 $17,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
634
Previous 520
21.92%
Holding current value
$17,485
Previous $14,000
21.43%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
850MCall 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