Napatree Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Napatree Capital LLC
- $143 Billion
- Q3 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 8,561 shares of SCHD stock, worth $235,941. This represents 0.5% of its overall portfolio holdings.
Number of Shares
8,561
Previous 11,262
23.98%
Holding current value
$235,941
Previous $876 Million
17.37%
% of portfolio
0.5%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio