Fidelis Capital Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Fidelis Capital Partners, LLC
- $1.28 Trillion
- Q3 2025
A detailed history of Fidelis Capital Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 19,486 shares of SCHD stock, worth $530,798. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,486
Previous 18,707
4.16%
Holding current value
$530,798
Previous $499 Million
6.58%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio