Naples Money Management LLC Schwab Strategic Tr Us Dividen Transaction History
Naples Money Management LLC
- $118 Billion
- Q3 2024
A detailed history of Naples Money Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Naples Money Management LLC holds 119 shares of SCHD stock, worth $3,416. This represents 0.01% of its overall portfolio holdings.
Number of Shares
119
Previous 118
0.85%
Holding current value
$3,416
Previous $9.1 Million
10.18%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio