Capital Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Counsel, LLC
- $599 Billion
- Q4 2024
A detailed history of Capital Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Counsel, LLC holds 121,356 shares of SCHD stock, worth $3.39 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
121,356
Previous 36,135
235.84%
Holding current value
$3.39 Million
Previous $3.05 Billion
8.54%
% of portfolio
0.55%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio