Soundwatch Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Soundwatch Capital LLC
- $946 Billion
- Q4 2024
A detailed history of Soundwatch Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Soundwatch Capital LLC holds 35,088 shares of SCHD stock, worth $998,604. This represents 0.1% of its overall portfolio holdings.
Number of Shares
35,088
Previous 9,303
277.17%
Holding current value
$998,604
Previous $786 Million
21.9%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio