Towneley Capital Management, Inc / De Schwab Strategic Tr Us Dividen Transaction History
Towneley Capital Management, Inc / De
- $442 Billion
- Q3 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 231,482 shares of SCHD stock, worth $6.51 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
231,482
Previous 230,038
0.63%
Holding current value
$6.51 Million
Previous $17.9 Billion
9.39%
% of portfolio
4.43%
Previous 4.2%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio