Broadleaf Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Broadleaf Partners, LLC
- $451 Million
- Q3 2025
A detailed history of Broadleaf Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Broadleaf Partners, LLC holds 182,831 shares of SCHD stock, worth $4.98 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
182,831
Previous 172,115
6.23%
Holding current value
$4.98 Million
Previous $4.56 Million
9.43%
% of portfolio
1.11%
Previous 1.06%
Shares
34 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