Transcend Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Transcend Capital Advisors, LLC
- $1.39 Billion
- Q1 2025
A detailed history of Transcend Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 45,278 shares of SCHD stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
45,278
Previous 40,228
12.55%
Holding current value
$1.19 Million
Previous $1.1 Million
15.1%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$865 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$774 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$769 Million0.06% of portfolio