Courage Miller Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Courage Miller Partners, LLC
- $333 Million
- Q3 2025
A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Courage Miller Partners, LLC holds 471,123 shares of SCHD stock, worth $12.8 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
471,123
Previous 446,482
5.52%
Holding current value
$12.8 Million
Previous $11.8 Million
8.71%
% of portfolio
3.87%
Previous 3.76%
Shares
33 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
868MCall 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