Carmel Capital Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Carmel Capital Partners, LLC
- $211 Million
- Q3 2025
A detailed history of Carmel Capital Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 12,877 shares of SCHD stock, worth $350,769. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,877Holding current value
$350,769% of portfolio
0.17%Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio