Verus Capital Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Verus Capital Partners, LLC
- $901 Million
- Q1 2024
A detailed history of Verus Capital Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verus Capital Partners, LLC holds 104,819 shares of SCHD stock, worth $8.08 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
104,819
Previous 111,135
5.68%
Holding current value
$8.08 Million
Previous $8.46 Million
0.11%
% of portfolio
0.94%
Previous 1.04%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,647Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$705 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio