Brasada Capital Management, LP Schwab Strategic Tr Us Dividen Transaction History
Brasada Capital Management, LP
- $511 Million
- Q1 2024
A detailed history of Brasada Capital Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brasada Capital Management, LP holds 9,850 shares of SCHD stock, worth $762,882. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,850
Previous 9,850
-0.0%
Holding current value
$762,882
Previous $749,000
6.01%
% of portfolio
0.16%
Previous 0.16%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio