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 $200,366. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,367
Previous 2,644
10.48%
Holding current value
$200,366
Previous $205,000
2.44%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio