New Square Capital LLC Schwab Strategic Tr Us Dividen Transaction History
New Square Capital LLC
- $1.23 Billion
- Q3 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 5 shares of SCHD stock, worth $139. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 163
96.93%
Holding current value
$139
Previous $12,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,779Shares Held
316MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio