Elevation Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Elevation Capital Advisory, LLC
- $226 Billion
- Q3 2024
A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 14,564 shares of SCHD stock, worth $409,394. This represents 0.54% of its overall portfolio holdings.
Number of Shares
14,564Holding current value
$409,394% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio