Cap Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Cap Wealth Advisors, LLC
- $892 Million
- Q4 2024
A detailed history of Cap Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 242,288 shares of SCHD stock, worth $6.22 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
242,288
Previous 79,200
205.92%
Holding current value
$6.22 Million
Previous $6.69 Million
1.12%
% of portfolio
0.74%
Previous 0.74%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio