Waterloo Capital, L.P. Schwab Strategic Tr Us Dividen Transaction History
Waterloo Capital, L.P.
- $949 Billion
- Q4 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterloo Capital, L.P. holds 8,318 shares of SCHD stock, worth $228,245. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,318
Previous 2,455
238.82%
Holding current value
$228,245
Previous $208 Million
9.49%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.36 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$996 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$736 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$714 Million4.56% of portfolio