Caprock Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Caprock Group, Inc.
- $3 Billion
- Q4 2024
A detailed history of Caprock Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caprock Group, Inc. holds 227,492 shares of SCHD stock, worth $6.31 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
227,492
Previous 79,029
187.86%
Holding current value
$6.31 Million
Previous $6.68 Million
6.96%
% of portfolio
0.21%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio