Castleview Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Castleview Partners, LLC holds 1,538 shares of SCHD stock, worth $43,294. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,538
Previous 510
201.57%
Holding current value
$43,294
Previous $13,000
223.08%
% of portfolio
0.03%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,938Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$755 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$732 Million4.56% of portfolio