Wiley Bros. Aintree Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Wiley Bros. Aintree Capital, LLC
- $2.26 Billion
- Q2 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 44,504 shares of SCHD stock, worth $1.25 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
44,504
Previous 10,685
316.51%
Holding current value
$1.25 Million
Previous $861,000
301.86%
% of portfolio
0.15%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio