Lvm Capital Management LTD Schwab Strategic Tr Us Dividen Transaction History
Lvm Capital Management LTD
- $869 Million
- Q3 2024
A detailed history of Lvm Capital Management LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lvm Capital Management LTD holds 39,993 shares of SCHD stock, worth $1.1 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,993
Previous 39,993
-0.0%
Holding current value
$1.1 Million
Previous $3.11 Million
8.72%
% of portfolio
0.39%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio