Madison Park Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Madison Park Capital Advisors, LLC
- $120 Billion
- Q2 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 24,550 shares of SCHD stock, worth $2.05 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
24,550
Previous 23,012
6.68%
Holding current value
$2.05 Million
Previous $1.86 Billion
2.88%
% of portfolio
1.6%
Previous 1.62%
Shares
3 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$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio