Steele Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 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 424,956 shares of SCHD stock, worth $12.4 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
424,956
Previous 438,363
3.06%
Holding current value
$12.4 Million
Previous $35.3 Billion
5.56%
% of portfolio
1.86%
Previous 2.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio