Whitener Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Whitener Capital Management, Inc.
- $303 Million
- Q1 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 24,712 shares of SCHD stock, worth $1.92 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
24,712
Previous 22,930
7.77%
Holding current value
$1.92 Million
Previous $1.75 Million
14.15%
% of portfolio
0.66%
Previous 0.64%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio