Capital Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Capital Advisors Inc
- $4.88 Billion
- Q4 2024
A detailed history of Capital Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Advisors Inc holds 42,373 shares of SCHD stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
42,373
Previous 13,604
211.47%
Holding current value
$1.16 Million
Previous $1.15 Million
0.7%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio