Chris Bulman Inc Schwab Strategic Tr Us Dividen Transaction History
Chris Bulman Inc
- $200 Billion
- Q3 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 218,598 shares of SCHD stock, worth $5.95 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
218,598
Previous 169,455
29.0%
Holding current value
$5.95 Million
Previous $4.49 Billion
32.89%
% of portfolio
2.99%
Previous 2.56%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall 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