Breakwater Capital Group Schwab Strategic Tr Us Dividen Transaction History
Breakwater Capital Group
- $496 Billion
- Q3 2024
A detailed history of Breakwater Capital Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Breakwater Capital Group holds 8,158 shares of SCHD stock, worth $229,321. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,158
Previous 7,766
5.05%
Holding current value
$229,321
Previous $604 Million
14.19%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio