Enclave Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Enclave Advisors LLC
- $608 Billion
- Q4 2024
A detailed history of Enclave Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Enclave Advisors LLC holds 94,769 shares of SCHD stock, worth $2.66 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
94,769
Previous 32,601
190.69%
Holding current value
$2.66 Million
Previous $2.76 Billion
6.05%
% of portfolio
0.43%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio