Capital Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Counsel, LLC
- $599 Billion
- Q4 2024
A detailed history of Capital Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Counsel, LLC holds 121,356 shares of SCHD stock, worth $3.37 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
121,356
Previous 36,135
235.84%
Holding current value
$3.37 Million
Previous $3.05 Billion
8.54%
% of portfolio
0.55%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio