Florida Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Florida Financial Advisors, LLC
- $324 Billion
- Q3 2025
A detailed history of Florida Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Florida Financial Advisors, LLC holds 115,607 shares of SCHD stock, worth $3.15 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
115,607
Previous 124,760
7.34%
Holding current value
$3.15 Million
Previous $3.31 Billion
4.54%
% of portfolio
0.98%
Previous 1.1%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall 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