Main Street Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Main Street Investment Advisors LLC
- $721 Million
- Q3 2025
A detailed history of Main Street Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Main Street Investment Advisors LLC holds 67,610 shares of SCHD stock, worth $1.84 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
67,610
Previous 41,360
63.47%
Holding current value
$1.84 Million
Previous $1.1 Million
68.34%
% of portfolio
0.26%
Previous 0.16%
Shares
3 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