Waterloo Capital, L.P. Schwab Strategic Tr Us Dividen Transaction History
Waterloo Capital, L.P.
- $916 Billion
- Q3 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterloo Capital, L.P. holds 2,455 shares of SCHD stock, worth $67,659. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,455Holding current value
$67,659% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio