Capital Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Advisors, LLC
- $4.79 Billion
- Q3 2024
A detailed history of Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 38,605 shares of SCHD stock, worth $1.13 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
38,605
Previous 33,428
15.49%
Holding current value
$1.13 Million
Previous $2.6 Million
25.55%
% of portfolio
0.07%
Previous 0.06%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio