Newport Capital Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Newport Capital Group, LLC
- $136 Million
- Q3 2024
A detailed history of Newport Capital Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Newport Capital Group, LLC holds 4,879 shares of SCHD stock, worth $134,562. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,879Holding current value
$134,562% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares 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$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio