Decision Point Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Decision Point Financial, LLC
- $418 Million
- Q3 2025
A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Decision Point Financial, LLC holds 5,858 shares of SCHD stock, worth $159,571. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,858
Previous 5,858
-0.0%
Holding current value
$159,571
Previous $155,000
2.58%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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