Heck Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Heck Capital Advisors, LLC
- $1.47 Trillion
- Q4 2024
A detailed history of Heck Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 1,460,303 shares of SCHD stock, worth $41 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
1,460,303Holding current value
$41 Million% of portfolio
2.72%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio