Birch Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Birch Financial Group, LLC
- $170 Billion
- Q3 2025
A detailed history of Birch Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Birch Financial Group, LLC holds 8,519 shares of SCHD stock, worth $232,057. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,519Holding current value
$232,057% of portfolio
0.14%Shares
1 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