Enclave Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Enclave Advisors LLC
- $619 Billion
- Q2 2025
A detailed history of Enclave Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Enclave Advisors LLC holds 88,531 shares of SCHD stock, worth $2.38 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
88,531
Previous 94,004
5.82%
Holding current value
$2.38 Million
Previous $2.63 Billion
10.74%
% of portfolio
0.38%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio