Caprock Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Caprock Group, Inc.
- $2.43 Billion
- Q2 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 83,963 shares of SCHD stock, worth $7.1 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
83,963
Previous 2,646
3073.2%
Holding current value
$7.1 Million
Previous $213,000
2964.79%
% of portfolio
0.27%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio