Srs Capital Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 64,186 shares of SCHD stock, worth $5.43 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
64,186
Previous 66,043
2.81%
Holding current value
$5.43 Million
Previous $5.33 Million
6.27%
% of portfolio
0.51%
Previous 0.59%
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$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio