Private Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History
Private Capital Management LLC
- $538 Million
- Q2 2024
A detailed history of Private Capital Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Capital Management LLC holds 13,846 shares of SCHD stock, worth $1.17 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,846
Previous 15,474
10.52%
Holding current value
$1.17 Million
Previous $1.25 Million
13.71%
% of portfolio
0.2%
Previous 0.25%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio