Lazari Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Lazari Capital Management, Inc.
- $251 Billion
- Q4 2024
A detailed history of Lazari Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 7,500 shares of SCHD stock, worth $210,225. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,500
Previous 2,500
200.0%
Holding current value
$210,225
Previous $211 Million
3.04%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio