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 $3,356. This represents 0.01% of its overall portfolio holdings.
Number of Shares
119
Previous 118
0.85%
Holding current value
$3,356
Previous $9.1 Million
10.18%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio