Coastwise Capital Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Coastwise Capital Group, LLC
- $103 Million
- Q2 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 113,330 shares of SCHD stock, worth $9.59 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
113,330
Previous 117,005
3.14%
Holding current value
$9.59 Million
Previous $9.43 Million
6.59%
% of portfolio
8.54%
Previous 8.9%
Shares
10 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$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio