Cap Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Cap Partners, LLC
- $142 Billion
- Q4 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 107,760 shares of SCHD stock, worth $2.97 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
107,760
Previous 35,408
204.34%
Holding current value
$2.97 Million
Previous $2.99 Billion
1.64%
% of portfolio
2.08%
Previous 2.24%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio