Capital A Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital A Wealth Management, LLC
- $60.2 Billion
- Q4 2024
A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 360 shares of SCHD stock, worth $10,134. This represents 0.02% of its overall portfolio holdings.
Number of Shares
360Holding current value
$10,134% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,937Shares Held
822MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$755 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$732 Million4.56% of portfolio