Coastwise Capital Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Coastwise Capital Group, LLC
- $121 Million
- Q3 2024
A detailed history of Coastwise Capital Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 118,991 shares of SCHD stock, worth $3.22 Million. This represents 8.31% of its overall portfolio holdings.
Number of Shares
118,991
Previous 113,330
5.0%
Holding current value
$3.22 Million
Previous $8.81 Million
14.14%
% of portfolio
8.31%
Previous 8.54%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio