Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
Vanguard Capital Wealth Advisors
- $146 Million
- Q2 2024
A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 4,659 shares of SCHD stock, worth $392,567. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,659
Previous 2,547
82.92%
Holding current value
$392,567
Previous $205,000
76.59%
% of portfolio
0.25%
Previous 0.15%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio