Capital Square, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Square, LLC
- $162 Million
- Q3 2024
A detailed history of Capital Square, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Square, LLC holds 36,112 shares of SCHD stock, worth $975,385. This represents 1.88% of its overall portfolio holdings.
Number of Shares
36,112
Previous 32,968
9.54%
Holding current value
$975,385
Previous $2.56 Million
19.08%
% of portfolio
1.88%
Previous 1.73%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
282MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$311 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$249 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$241 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$200 Million0.05% of portfolio