Callan Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Callan Capital, LLC
- $1.42 Billion
- Q3 2024
A detailed history of Callan Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Callan Capital, LLC holds 3,292 shares of SCHD stock, worth $90,826. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,292
Previous 6,518
49.49%
Holding current value
$90,826
Previous $506,000
45.06%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$235 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio