Lazari Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Lazari Capital Management, Inc.
- $245 Billion
- Q1 2025
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 7,542 shares of SCHD stock, worth $191,868. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,542
Previous 7,500
0.56%
Holding current value
$191,868
Previous $205 Million
2.91%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio