Cva Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cva Family Office, LLC holds 755,098 shares of SCHD stock, worth $63.8 Million. This represents 10.68% of its overall portfolio holdings.
Number of Shares
755,098
Previous 741,560
1.83%
Holding current value
$63.8 Million
Previous $59.8 Million
1.8%
% of portfolio
10.68%
Previous 10.79%
Shares
19 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