Captrust Financial Advisors Schwab Strategic Tr Us Dividen Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Captrust Financial Advisors holds 341,100 shares of SCHD stock, worth $9.41 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
341,100
Previous 333,156
2.38%
Holding current value
$9.41 Million
Previous $25.9 Million
11.3%
% of portfolio
0.09%
Previous 0.08%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio