J2 Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History
J2 Capital Management Inc
- $103 Million
- Q4 2024
A detailed history of J2 Capital Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, J2 Capital Management Inc holds 12,114 shares of SCHD stock, worth $339,555. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,114
Previous 4,038
200.0%
Holding current value
$339,555
Previous $285,000
15.79%
% of portfolio
0.32%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio