Steele Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Steele Capital Management, Inc.
- $1.91 Trillion
- Q3 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Steele Capital Management, Inc. holds 410,451 shares of SCHD stock, worth $11.5 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
410,451
Previous 424,956
3.41%
Holding current value
$11.5 Million
Previous $33.4 Billion
3.94%
% of portfolio
1.81%
Previous 1.86%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio