Presidio Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Presidio Capital Management, LLC
- $243 Million
- Q1 2025
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 1,396,412 shares of SCHD stock, worth $35.5 Million. This represents 15.85% of its overall portfolio holdings.
Number of Shares
1,396,412
Previous 1,052,525
32.67%
Holding current value
$35.5 Million
Previous $28.8 Million
33.94%
% of portfolio
15.85%
Previous 14.99%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio