Naples Money Management LLC Schwab Strategic Tr Us Dividen Transaction History
Naples Money Management LLC
- $117 Billion
- Q2 2024
A detailed history of Naples Money Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Naples Money Management LLC holds 118 shares of SCHD stock, worth $9,676. This represents 0.01% of its overall portfolio holdings.
Number of Shares
118
Previous 116
1.72%
Holding current value
$9,676
Previous $9.38 Million
2.99%
% of portfolio
0.01%
Previous 0.01%
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$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