Woodmont Investment Counsel LLC Schwab Strategic Tr Us Dividen Transaction History
Woodmont Investment Counsel LLC
- $1.34 Billion
- Q4 2024
A detailed history of Woodmont Investment Counsel LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 12,445 shares of SCHD stock, worth $343,233. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,445
Previous 2,470
403.85%
Holding current value
$343,233
Previous $208,000
62.98%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,955Shares 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