Millstone Evans Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Millstone Evans Group, LLC
- $157 Billion
- Q3 2025
A detailed history of Millstone Evans Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Millstone Evans Group, LLC holds 7,772 shares of SCHD stock, worth $211,709. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,772
Previous 1,400
455.14%
Holding current value
$211,709
Previous $37.1 Million
471.9%
% of portfolio
0.13%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares 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