Towneley Capital Management, Inc / De Schwab Strategic Tr Us Dividen Transaction History
Towneley Capital Management, Inc / De
- $442 Billion
- Q3 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 231,482 shares of SCHD stock, worth $6.46 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
231,482
Previous 230,038
0.63%
Holding current value
$6.46 Million
Previous $17.9 Billion
9.39%
% of portfolio
4.43%
Previous 4.2%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio