Cap Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Cap Partners, LLC
- $123 Billion
- Q2 2024
A detailed history of Cap Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cap Partners, LLC holds 34,401 shares of SCHD stock, worth $2.85 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
34,401
Previous 41,727
17.56%
Holding current value
$2.85 Million
Previous $3.36 Billion
20.49%
% of portfolio
2.17%
Previous 2.97%
Shares
3 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