Telemus Capital, LLC Schwab Strategic Tr Us Dividen Transaction History

Telemus Capital, LLC

$1.2 Billion
Q4 2023

A detailed history of Telemus Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Telemus Capital, LLC holds 4,700 shares of SCHD stock, worth $128,027. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,700

Holding current value

$128,027

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	BUY	$66.9 - $76.32 $314,430 - $358,703	4,700 New	4,700 $357,000

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.13 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$989 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

35M
Shares

$954 Million
1.19% of portfolio
Sumitomo Life Insurance CO

31.1M
Shares

$846 Million
27.8% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$775 Million
4.28% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Telemus Capital, LLC Schwab Strategic Tr Us Dividen Transaction History