Joseph Group Capital Management Schwab Strategic Tr Us Dividen Transaction History
Joseph Group Capital Management
- $174 Million
- Q1 2024
A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joseph Group Capital Management holds 279 shares of SCHD stock, worth $21,608. This represents 0.01% of its overall portfolio holdings.
Number of Shares
279Holding current value
$21,608% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio