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 $279,351. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,045
Previous 10,039
0.06%
Holding current value
$279,351
Previous $719,000
7.23%
% of portfolio
0.43%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$236 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$206 Million0.05% of portfolio