New Square Capital LLC Schwab Strategic Tr Us Dividen Transaction History
New Square Capital LLC
- $1.23 Billion
- Q4 2024
A detailed history of New Square Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Square Capital LLC holds 15 shares of SCHD stock, worth $422. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 5
200.0%
Holding current value
$422
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,937Shares Held
822MCall 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$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$755 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$732 Million4.56% of portfolio