Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Schwab Strategic Tr Us Dividen Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $467 Million
- Q2 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 119,008 shares of SCHD stock, worth $10 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
119,008
Previous 119,519
0.43%
Holding current value
$10 Million
Previous $9.64 Million
3.96%
% of portfolio
1.98%
Previous 1.6%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares 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