Capital Planning LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Planning LLC
- $362 Million
- Q4 2024
A detailed history of Capital Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Planning LLC holds 21,196 shares of SCHD stock, worth $588,400. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,196
Previous 9,290
128.16%
Holding current value
$588,400
Previous $785,000
26.24%
% of portfolio
0.16%
Previous 0.23%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio