Objective Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Objective Capital Management, LLC
- $167 Million
- Q3 2024
A detailed history of Objective Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Objective Capital Management, LLC holds 3,427 shares of SCHD stock, worth $97,806. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,427
Previous 2,954
16.01%
Holding current value
$97,806
Previous $238,000
21.43%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio