Quadcap Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Quadcap Wealth Management, LLC
- $554 Billion
- Q2 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 3,327 shares of SCHD stock, worth $281,630. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,327
Previous 6,260
46.85%
Holding current value
$281,630
Previous $505 Million
53.21%
% of portfolio
0.04%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,661Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio