Capital Market Strategies LLC Schwab Strategic Tr Us Dividen Transaction History
Capital Market Strategies LLC
- $127 Million
- Q1 2024
A detailed history of Capital Market Strategies LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Market Strategies LLC holds 20,237 shares of SCHD stock, worth $1.57 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
20,237
Previous 21,141
4.28%
Holding current value
$1.57 Million
Previous $1.61 Million
1.37%
% of portfolio
1.29%
Previous 1.43%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio