New Square Capital LLC Schwab Strategic Tr Us Dividen Transaction History
New Square Capital LLC
- $1.23 Billion
- Q4 2024
A detailed history of New Square Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Square Capital LLC holds 15 shares of SCHD stock, worth $416. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 5
200.0%
Holding current value
$416
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio