Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 2,604 shares of SCHD stock, worth $70,932. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,604
Previous 2,604
-0.0%
Holding current value
$70,932
Previous $69,000
2.9%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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