Vivaldi Capital Management LP Schwab Strategic Tr Us Dividen Transaction History
Vivaldi Capital Management LP
- $636 Million
- Q4 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 64,830 shares of SCHD stock, worth $1.79 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
64,830
Previous 17,065
279.9%
Holding current value
$1.79 Million
Previous $1.44 Million
22.82%
% of portfolio
0.28%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio