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 $474,918. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,065Holding current value
$474,918% of portfolio
0.42%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio