Berkeley, Inc Schwab Strategic Tr Us Dividen Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Berkeley, Inc holds 104,428 shares of SCHD stock, worth $2.98 Million. This represents 5.41% of its overall portfolio holdings.

Number of Shares

104,428

Holding current value

$2.98 Million

% of portfolio

5.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$54.8 - $65.16 $5.72 Million - $6.8 Million	104,428 New	104,428 $6.7 Billion

Others Institutions Holding SCHD

# of Institutions

1,938

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$1.42 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.04 Billion
0.42% of portfolio
Morgan Stanley New York, NY

28.5M
Shares

$813 Million
0.06% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$765 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$742 Million
4.56% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

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