Vivaldi Capital Management LP Schwab Strategic Tr Us Dividen Transaction History
Vivaldi Capital Management LP
- $340 Million
- Q3 2024
A detailed history of Vivaldi Capital Management LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vivaldi Capital Management LP holds 17,065 shares of SCHD stock, worth $465,703. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,065Holding current value
$465,703% of portfolio
0.42%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio