Narwhal Capital Management Schwab Strategic Tr Us Dividen Transaction History
Narwhal Capital Management
- $1.09 Billion
- Q4 2024
A detailed history of Narwhal Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Narwhal Capital Management holds 34,695 shares of SCHD stock, worth $990,195. This represents 0.09% of its overall portfolio holdings.
Number of Shares
34,695
Previous 11,565
200.0%
Holding current value
$990,195
Previous $977,000
3.07%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio