Fulcrum Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Fulcrum Capital LLC
- $432 Million
- Q2 2024
A detailed history of Fulcrum Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fulcrum Capital LLC holds 7,925 shares of SCHD stock, worth $667,760. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,925
Previous 7,925
-0.0%
Holding current value
$667,760
Previous $638,000
3.45%
% of portfolio
0.14%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio