Transcendent Capital Group LLC Schwab Strategic Tr Us Dividen Transaction History
Transcendent Capital Group LLC
- $195 Billion
- Q3 2024
A detailed history of Transcendent Capital Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transcendent Capital Group LLC holds 1,568 shares of SCHD stock, worth $44,076. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,568
Previous 1,892
17.12%
Holding current value
$44,076
Previous $147 Million
9.91%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares 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$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio