Carrera Capital Advisors Schwab Strategic Tr Us Dividen Transaction History
Carrera Capital Advisors
- $409 Billion
- Q3 2024
A detailed history of Carrera Capital Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Carrera Capital Advisors holds 3,923 shares of SCHD stock, worth $115,140. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,923
Previous 4,530
13.4%
Holding current value
$115,140
Previous $356 Million
6.85%
% of portfolio
0.08%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio