Founders Capital Management Schwab Strategic Tr Us Dividen Transaction History
Founders Capital Management
- $158 Million
- Q4 2024
A detailed history of Founders Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Founders Capital Management holds 1,800 shares of SCHD stock, worth $50,382. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,800
Previous 600
200.0%
Holding current value
$50,382
Previous $50,000
2.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio