Steele Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q4 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,223,790 shares of SCHD stock, worth $34 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
1,223,790
Previous 410,451
198.16%
Holding current value
$34 Million
Previous $34.7 Billion
3.64%
% of portfolio
1.74%
Previous 1.81%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio