Carrera Capital Advisors Schwab Strategic Tr Us Dividen Transaction History
Carrera Capital Advisors
- $409 Billion
- Q3 2024
A detailed history of Carrera Capital Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Carrera Capital Advisors holds 3,923 shares of SCHD stock, worth $114,159. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,923
Previous 4,530
13.4%
Holding current value
$114,159
Previous $356 Million
6.85%
% of portfolio
0.08%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio