Quadcap Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Quadcap Wealth Management, LLC
- $554 Billion
- Q2 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 3,327 shares of SCHD stock, worth $93,521. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,327
Previous 6,260
46.85%
Holding current value
$93,521
Previous $505 Million
53.21%
% of portfolio
0.04%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio