Siena Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Siena Capital LLC
- $153 Million
- Q3 2022
A detailed history of Siena Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Siena Capital LLC holds 10,045 shares of SCHD stock, worth $849,103. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,045
Previous 10,039
0.06%
Holding current value
$849,103
Previous $719,000
7.23%
% of portfolio
0.43%
Previous 0.44%
Shares
4 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$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio