Roundview Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Roundview Capital LLC
- $1.4 Billion
- Q4 2024
A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roundview Capital LLC holds 143,385 shares of SCHD stock, worth $3.64 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
143,385
Previous 49,598
189.09%
Holding current value
$3.64 Million
Previous $4.19 Million
6.56%
% of portfolio
0.28%
Previous 0.31%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,958Shares Held
850MCall 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$923 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$661 Million4.56% of portfolio