Beacon Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Beacon Capital Management, LLC
- $540 Million
- Q2 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 10,876 shares of SCHD stock, worth $899,553. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,876
Previous 11,783
7.7%
Holding current value
$899,553
Previous $950,000
11.05%
% of portfolio
0.16%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio