Callan Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Callan Capital, LLC
- $1.42 Billion
- Q3 2024
A detailed history of Callan Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Callan Capital, LLC holds 3,292 shares of SCHD stock, worth $91,616. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,292
Previous 6,518
49.49%
Holding current value
$91,616
Previous $506,000
45.06%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio