Lazari Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Lazari Capital Management, Inc.
- $251 Billion
- Q4 2024
A detailed history of Lazari Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 7,500 shares of SCHD stock, worth $214,050. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,500
Previous 2,500
200.0%
Holding current value
$214,050
Previous $211 Million
3.04%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio