Enclave Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Enclave Advisors LLC
- $608 Billion
- Q4 2024
A detailed history of Enclave Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Enclave Advisors LLC holds 94,769 shares of SCHD stock, worth $2.65 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
94,769
Previous 32,601
190.69%
Holding current value
$2.65 Million
Previous $2.76 Billion
6.05%
% of portfolio
0.43%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$607 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio