American Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
American Capital Advisory, LLC
- $216 Billion
- Q3 2025
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 25,129 shares of SCHD stock, worth $684,513. This represents 0.32% of its overall portfolio holdings.
Number of Shares
25,129
Previous 24,982
0.59%
Holding current value
$684,513
Previous $662 Million
3.63%
% of portfolio
0.32%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,064Shares Held
867MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio