Aspire Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Aspire Capital Advisors LLC
- $297 Million
- Q2 2024
A detailed history of Aspire Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspire Capital Advisors LLC holds 328,171 shares of SCHD stock, worth $27.8 Million. This represents 8.6% of its overall portfolio holdings.
Number of Shares
328,171
Previous 321,295
2.14%
Holding current value
$27.8 Million
Previous $25.9 Million
1.5%
% of portfolio
8.6%
Previous 8.97%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall 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