Swan Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Swan Capital LLC
- $203 Billion
- Q3 2024
A detailed history of Swan Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Swan Capital LLC holds 201 shares of SCHD stock, worth $5,642. This represents 0.01% of its overall portfolio holdings.
Number of Shares
201
Previous 5
3920.0%
Holding current value
$5,642
Previous $389,000
4272.24%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall 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