Madison Park Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Madison Park Capital Advisors, LLC
- $133 Billion
- Q3 2024
A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 28,127 shares of SCHD stock, worth $817,651. This represents 1.78% of its overall portfolio holdings.
Number of Shares
28,127
Previous 24,550
14.57%
Holding current value
$817,651
Previous $1.91 Billion
24.54%
% of portfolio
1.78%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% 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$240 Million4.66% of portfolio