Forte Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Forte Capital LLC
- $840 Million
- Q4 2024
A detailed history of Forte Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Forte Capital LLC holds 8,982 shares of SCHD stock, worth $256,346. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,982
Previous 3,216
179.29%
Holding current value
$256,346
Previous $271,000
9.59%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio