Cap Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Cap Partners, LLC
- $176 Billion
- Q3 2025
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 114,738 shares of SCHD stock, worth $3.13 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
114,738
Previous 113,053
1.49%
Holding current value
$3.13 Million
Previous $3 Billion
4.55%
% of portfolio
1.78%
Previous 1.89%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio