Capital Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Counsel, LLC
- $510 Billion
- Q2 2024
A detailed history of Capital Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Counsel, LLC holds 38,654 shares of SCHD stock, worth $1.09 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
38,654
Previous 36,526
5.83%
Holding current value
$1.09 Million
Previous $2.95 Billion
2.06%
% of portfolio
0.59%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio