Chapman Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Chapman Financial Group, LLC
- $145 Billion
- Q3 2025
A detailed history of Chapman Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chapman Financial Group, LLC holds 63,516 shares of SCHD stock, worth $1.73 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
63,516
Previous 51,177
24.11%
Holding current value
$1.73 Million
Previous $1.36 Billion
27.86%
% of portfolio
1.2%
Previous 1.15%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall 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