Hazlett, Burt & Watson, Inc. Schwab Strategic Tr Us Dividen Transaction History
Hazlett, Burt & Watson, Inc.
- $283 Million
- Q3 2025
A detailed history of Hazlett, Burt & Watson, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 155,749 shares of SCHD stock, worth $4.24 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
155,749
Previous 363,103
57.11%
Holding current value
$4.24 Million
Previous $9.62 Million
55.81%
% of portfolio
1.5%
Previous 3.94%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall 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