Transcend Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Transcend Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
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 40,228 shares of SCHD stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
40,228
Previous 40,801
1.4%
Holding current value
$1.15 Million
Previous $3.45 Million
68.13%
% of portfolio
0.08%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio