American Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Capital Advisory, LLC holds 6,265 shares of SCHD stock, worth $530,332. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,265
Previous 3,663
71.03%
Holding current value
$530,332
Previous $268 Million
77.98%
% of portfolio
0.34%
Previous 0.23%
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