Shorepoint Capital Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Shorepoint Capital Partners LLC
- $419 Million
- Q4 2024
A detailed history of Shorepoint Capital Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 508,135 shares of SCHD stock, worth $14.2 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
508,135
Previous 170,597
197.86%
Holding current value
$14.2 Million
Previous $14.4 Million
3.73%
% of portfolio
3.31%
Previous 3.38%
Shares
23 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$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio