Napatree Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Napatree Capital LLC
- $123 Billion
- Q2 2024
A detailed history of Napatree Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Napatree Capital LLC holds 11,262 shares of SCHD stock, worth $327,724. This represents 0.71% of its overall portfolio holdings.
Number of Shares
11,262
Previous 11,262
-0.0%
Holding current value
$327,724
Previous $876 Million
-0.0%
% of portfolio
0.71%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% 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$241 Million4.66% of portfolio