Naples Money Management LLC Schwab Strategic Tr Us Dividen Transaction History
Naples Money Management LLC
- $117 Billion
- Q2 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 118 shares of SCHD stock, worth $9,731. This represents 0.01% of its overall portfolio holdings.
Number of Shares
118
Previous 116
1.72%
Holding current value
$9,731
Previous $9.38 Million
2.99%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,635Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$894 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$802 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$754 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$737 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$641 Million5.64% of portfolio