Generation Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History
Generation Capital Management LLC
- $117 Billion
- Q4 2024
A detailed history of Generation Capital Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Generation Capital Management LLC holds 13,350 shares of SCHD stock, worth $370,996. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,350Holding current value
$370,996% of portfolio
0.31%Shares
1 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