Capital Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Counsel, LLC
- $510 Billion
- Q2 2024
A detailed history of Capital Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Counsel, LLC holds 38,654 shares of SCHD stock, worth $1.12 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
38,654
Previous 36,526
5.83%
Holding current value
$1.12 Million
Previous $2.95 Billion
2.06%
% of portfolio
0.59%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,719Shares Held
280MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% 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$240 Million4.66% of portfolio