Mid Atlantic Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mid Atlantic Capital Management, Inc.
- $137 Billion
- Q4 2024
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 98,424 shares of SCHD stock, worth $2.7 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
98,424
Previous 32,996
198.29%
Holding current value
$2.7 Million
Previous $2.79 Billion
3.59%
% of portfolio
1.97%
Previous 2.04%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,946Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.36 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$996 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$736 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$714 Million4.56% of portfolio