Capital Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Investment Counsel, LLC
- $578 Billion
- Q3 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 36,135 shares of SCHD stock, worth $1.06 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
36,135
Previous 38,654
6.52%
Holding current value
$1.06 Million
Previous $3.01 Billion
1.62%
% of portfolio
0.53%
Previous 0.59%
Shares
4 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