Apella Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Apella Capital, LLC holds 2,367 shares of SCHD stock, worth $64,524. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,367
Previous 2,644
10.48%
Holding current value
$64,524
Previous $205,000
2.44%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$314 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio