Naples Money Management LLC Schwab Strategic Tr Us Dividen Transaction History
Naples Money Management LLC
- $118 Billion
- Q3 2024
A detailed history of Naples Money Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Naples Money Management LLC holds 119 shares of SCHD stock, worth $3,241. This represents 0.01% of its overall portfolio holdings.
Number of Shares
119
Previous 118
0.85%
Holding current value
$3,241
Previous $9.1 Million
10.18%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,064Shares Held
867MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio