First Capital Advisors Group, Llc. Schwab Strategic Tr Us Dividen Transaction History
First Capital Advisors Group, Llc.
- $188 Million
- Q2 2023
A detailed history of First Capital Advisors Group, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Capital Advisors Group, Llc. holds 133 shares of SCHD stock, worth $3,701. This represents 0.0% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$3,701
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio