Inscription Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Inscription Capital, LLC
- $661 Million
- Q3 2024
A detailed history of Inscription Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Inscription Capital, LLC holds 40,932 shares of SCHD stock, worth $1.19 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
40,932
Previous 38,377
6.66%
Holding current value
$1.19 Million
Previous $2.98 Million
15.92%
% of portfolio
0.52%
Previous 0.49%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio