Charter Capital Management, Llc\De Schwab Strategic Tr Us Dividen Transaction History

Charter Capital Management, Llc\De

$185 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $255,262 - $292,523	10,496 New	10,496 $278 Million

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.13 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$989 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

35M
Shares

$954 Million
1.19% of portfolio
Sumitomo Life Insurance CO

31.1M
Shares

$846 Million
27.8% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$775 Million
4.28% of portfolio

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