Cap Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Cap Partners, LLC
- $142 Billion
- Q4 2024
A detailed history of Cap Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cap Partners, LLC holds 107,760 shares of SCHD stock, worth $2.96 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
107,760
Previous 35,408
204.34%
Holding current value
$2.96 Million
Previous $2.99 Billion
1.64%
% of portfolio
2.08%
Previous 2.24%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,946Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.36 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$996 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$736 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$714 Million4.56% of portfolio