Towneley Capital Management, Inc / De Schwab Strategic Tr Us Dividen Transaction History
Towneley Capital Management, Inc / De
- $421 Billion
- Q4 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 711,988 shares of SCHD stock, worth $19.9 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
711,988
Previous 231,482
207.58%
Holding current value
$19.9 Million
Previous $19.6 Billion
0.59%
% of portfolio
4.62%
Previous 4.43%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$607 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio