Capital Investment Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 40,654 shares of SCHD stock, worth $1.11 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
40,654
Previous 41,441
1.9%
Holding current value
$1.11 Million
Previous $3.22 Million
6.64%
% of portfolio
0.35%
Previous 0.35%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio