New England Capital Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
New England Capital Financial Advisors LLC
- $193 Billion
- Q3 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 200 shares of SCHD stock, worth $5,518. This represents 0.01% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$5,518
Previous $15.6 Million
8.71%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$235 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio