Lvm Capital Management LTD Schwab Strategic Tr Us Dividen Transaction History
Lvm Capital Management LTD
- $869 Million
- Q3 2024
A detailed history of Lvm Capital Management LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lvm Capital Management LTD holds 39,993 shares of SCHD stock, worth $1.14 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,993
Previous 39,993
-0.0%
Holding current value
$1.14 Million
Previous $3.11 Million
8.72%
% of portfolio
0.39%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio