Finley Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Finley Financial, LLC
- $216 Billion
- Q3 2025
A detailed history of Finley Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Finley Financial, LLC holds 45 shares of SCHD stock, worth $1,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$1,225
Previous $1.19 Million
3.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
868MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio