American Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
American Capital Advisory, LLC
- $115 Billion
- Q1 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Capital Advisory, LLC holds 3,663 shares of SCHD stock, worth $285,237. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,663
Previous 6,265
41.53%
Holding current value
$285,237
Previous $477 Million
43.81%
% of portfolio
0.23%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,649Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$844 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$757 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$712 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$561 Million0.06% of portfolio