Comprehensive Money Management Services LLC Schwab Strategic Tr Us Dividen Transaction History
Comprehensive Money Management Services LLC
- $133 Million
- Q3 2025
A detailed history of Comprehensive Money Management Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Comprehensive Money Management Services LLC holds 17,375 shares of SCHD stock, worth $473,295. This represents 0.36% of its overall portfolio holdings.
Number of Shares
17,375
Previous 17,375
-0.0%
Holding current value
$473,295
Previous $460 Million
99.9%
% of portfolio
0.36%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall 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