Conservest Capital Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Conservest Capital Advisors, Inc.
- $1.07 Billion
- Q3 2025
A detailed history of Conservest Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Conservest Capital Advisors, Inc. holds 22,783 shares of SCHD stock, worth $620,608. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,783
Previous 21,660
5.18%
Holding current value
$620,608
Previous $573,000
8.38%
% of portfolio
0.06%
Previous 0.06%
Shares
2 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