Whitener Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Whitener Capital Management, Inc.
- $354 Million
- Q4 2024
A detailed history of Whitener Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Whitener Capital Management, Inc. holds 74,778 shares of SCHD stock, worth $2.1 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
74,778
Previous 25,318
195.36%
Holding current value
$2.1 Million
Previous $2.14 Million
4.58%
% of portfolio
0.58%
Previous 0.61%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio