Chris Bulman Inc Schwab Strategic Tr Us Dividen Transaction History
Chris Bulman Inc
- $158 Billion
- Q1 2025
A detailed history of Chris Bulman Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chris Bulman Inc holds 120,185 shares of SCHD stock, worth $3.06 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
120,185
Previous 72,292
66.25%
Holding current value
$3.06 Million
Previous $1.98 Billion
70.14%
% of portfolio
2.12%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio