Caprock Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Caprock Group, Inc.
- $2.71 Billion
- Q3 2024
A detailed history of Caprock Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caprock Group, Inc. holds 79,029 shares of SCHD stock, worth $2.26 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
79,029
Previous 83,963
5.88%
Holding current value
$2.26 Million
Previous $6.53 Million
2.33%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio