Capital Performance Advisors LLP Schwab Strategic Tr Us Dividen Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Performance Advisors LLP holds 280 shares of SCHD stock, worth $7,837. This represents 0.01% of its overall portfolio holdings.
Number of Shares
280
Previous 4,252
93.41%
Holding current value
$7,837
Previous $330,000
93.03%
% of portfolio
0.01%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio