Elevation Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Elevation Capital Advisory, LLC
- $233 Billion
- Q4 2024
A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 46,883 shares of SCHD stock, worth $1.3 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
46,883
Previous 14,564
221.91%
Holding current value
$1.3 Million
Previous $1.23 Billion
4.04%
% of portfolio
0.55%
Previous 0.54%
Shares
2 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