Tfr Capital, Llc. Schwab Strategic Tr Us Dividen Transaction History

Tfr Capital, Llc.

$201 Billion
Q4 2024

A detailed history of Tfr Capital, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tfr Capital, Llc. holds 21,773 shares of SCHD stock, worth $619,659. This represents 0.3% of its overall portfolio holdings.

Number of Shares

21,773

Holding current value

$619,659

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$26.93 - $84.95 $586,346 - $1.85 Million	21,773 New	21,773 $595 Million

Others Institutions Holding SCHD

# of Institutions

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$1.41 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.03 Billion
0.42% of portfolio
Morgan Stanley New York, NY

28.5M
Shares

$810 Million
0.06% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$763 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$740 Million
4.56% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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