J2 Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History
J2 Capital Management Inc
- $103 Million
- Q4 2024
A detailed history of J2 Capital Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, J2 Capital Management Inc holds 12,114 shares of SCHD stock, worth $337,132. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,114
Previous 4,038
200.0%
Holding current value
$337,132
Previous $285,000
15.79%
% of portfolio
0.32%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio