Berkeley Capital Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Berkeley Capital Partners, LLC
- $357 Million
- Q1 2025
A detailed history of Berkeley Capital Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Berkeley Capital Partners, LLC holds 7,943 shares of SCHD stock, worth $205,088. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,943Holding current value
$205,088% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,977Shares Held
860MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio