J2 Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History
J2 Capital Management Inc
- $76 Million
- Q3 2023
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 4,038 shares of SCHD stock, worth $331,721. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,038
Previous 4,038
-0.0%
Holding current value
$331,721
Previous $293,000
2.73%
% of portfolio
0.38%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,637Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$891 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$799 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$751 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$734 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$639 Million5.64% of portfolio