Capital Advisors Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 22,826 shares of SCHD stock, worth $585,943. This represents 0.11% of its overall portfolio holdings.
Number of Shares
22,826
Previous 20,886
9.29%
Holding current value
$585,943
Previous $570,000
11.93%
% of portfolio
0.11%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio