American Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
American Capital Advisory, LLC
- $172 Billion
- Q3 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 6,265 shares of SCHD stock, worth $175,858. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,265
Previous 6,265
-0.0%
Holding current value
$175,858
Previous $477 Million
11.03%
% of portfolio
0.31%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio