Vivaldi Capital Management LP Schwab Strategic Tr Us Dividen Transaction History
Vivaldi Capital Management LP
- $340 Million
- Q3 2024
A detailed history of Vivaldi Capital Management LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vivaldi Capital Management LP holds 17,065 shares of SCHD stock, worth $468,263. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,065Holding current value
$468,263% of portfolio
0.42%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,763Shares Held
277MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$316 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$253 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$245 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$233 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$203 Million0.05% of portfolio