Wetherby Asset Management Inc Schwab Strategic Tr Us Dividen Transaction History
Wetherby Asset Management Inc
- $2.08 Billion
- Q2 2024
A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wetherby Asset Management Inc holds 32,170 shares of SCHD stock, worth $903,655. This represents 0.12% of its overall portfolio holdings.
Number of Shares
32,170
Previous 32,176
0.02%
Holding current value
$903,655
Previous $2.59 Million
3.59%
% of portfolio
0.12%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio