Mission Hills Financial Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Mission Hills Financial Advisory, LLC
- $188 Billion
- Q3 2025
A detailed history of Mission Hills Financial Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mission Hills Financial Advisory, LLC holds 333,245 shares of SCHD stock, worth $9.08 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
333,245
Previous 282,642
17.9%
Holding current value
$9.08 Million
Previous $7.49 Billion
21.46%
% of portfolio
4.83%
Previous 4.65%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall 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