American Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
American Capital Advisory, LLC
- $181 Billion
- Q4 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Capital Advisory, LLC holds 18,591 shares of SCHD stock, worth $517,387. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,591
Previous 6,265
196.74%
Holding current value
$517,387
Previous $530 Million
4.09%
% of portfolio
0.28%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,829Shares Held
439MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio