Breakwater Capital Group Schwab Strategic Tr Us Dividen Transaction History
Breakwater Capital Group
- $441 Billion
- Q2 2024
A detailed history of Breakwater Capital Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Breakwater Capital Group holds 7,766 shares of SCHD stock, worth $636,812. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,766
Previous 7,694
0.94%
Holding current value
$636,812
Previous $620 Million
2.66%
% of portfolio
0.14%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$917 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$834 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$760 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$733 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$678 Million4.66% of portfolio