Agate Pass Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Agate Pass Investment Management, LLC
- $228 Million
- Q1 2025
A detailed history of Agate Pass Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 76,461 shares of SCHD stock, worth $1.96 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
76,461
Previous 73,255
4.38%
Holding current value
$1.96 Million
Previous $2 Million
5.35%
% of portfolio
0.93%
Previous 0.93%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio