Kerr Financial Planning Corp Schwab Strategic Tr Us Dividen Transaction History
Kerr Financial Planning Corp
- $71 Billion
- Q3 2025
A detailed history of Kerr Financial Planning Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kerr Financial Planning Corp holds 1,300 shares of SCHD stock, worth $35,412. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,300Holding current value
$35,412% of portfolio
0.05%Shares
1 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
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Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
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Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio