Disciplined Investors, L.L.C. Schwab Strategic Tr Us Dividen Transaction History
Disciplined Investors, L.L.C.
- $104 Billion
- Q4 2024
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 39,121 shares of SCHD stock, worth $1.09 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
39,121Holding current value
$1.09 Million% of portfolio
1.03%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,890Shares Held
619MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
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Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
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Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio