Presidio Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Presidio Capital Management, LLC
- $192 Million
- Q4 2024
A detailed history of Presidio Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Presidio Capital Management, LLC holds 1,052,525 shares of SCHD stock, worth $29 Million. This represents 14.99% of its overall portfolio holdings.
Number of Shares
1,052,525
Previous 282,423
272.68%
Holding current value
$29 Million
Previous $23.9 Million
20.45%
% of portfolio
14.99%
Previous 15.4%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio