Edge Capital Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Edge Capital Group, LLC
- $1.9 Billion
- Q4 2024
A detailed history of Edge Capital Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Edge Capital Group, LLC holds 331,969 shares of SCHD stock, worth $9.04 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
331,969
Previous 110,272
201.05%
Holding current value
$9.04 Million
Previous $9.32 Million
2.7%
% of portfolio
0.48%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall 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