Genesee Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Genesee Capital Advisors, LLC
- $194 Million
- Q1 2025
A detailed history of Genesee Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 142,221 shares of SCHD stock, worth $3.65 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
142,221
Previous 144,086
1.29%
Holding current value
$3.65 Million
Previous $3.94 Million
1.02%
% of portfolio
2.05%
Previous 1.89%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio