Beacon Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Beacon Capital Management, LLC
- $580 Million
- Q3 2024
A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Capital Management, LLC holds 10,167 shares of SCHD stock, worth $277,457. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,167
Previous 10,876
6.52%
Holding current value
$277,457
Previous $845,000
1.66%
% of portfolio
0.15%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 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