Lpl Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lpl Financial LLC holds 36,293,348 shares of SCHD stock, worth $989 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
36,293,348
Previous 39,215,993
7.45%
Holding current value
$989 Million
Previous $1.04 Billion
4.66%
% of portfolio
0.31%
Previous 0.37%
Shares
34 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
-
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
-
Wealthspire Advisors, LLC New York, NY28.3MShares$770 Million4.1% of portfolio