Wiley Bros. Aintree Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Wiley Bros. Aintree Capital, LLC
- $5.07 Billion
- Q3 2024
A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 113,740 shares of SCHD stock, worth $3.18 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
113,740
Previous 44,504
155.57%
Holding current value
$3.18 Million
Previous $3.46 Million
177.86%
% of portfolio
0.19%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio