Nicolet Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Nicolet Advisory Services, LLC
- $1.25 Billion
- Q3 2025
A detailed history of Nicolet Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 18,905 shares of SCHD stock, worth $514,972. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,905
Previous 18,701
1.09%
Holding current value
$514,972
Previous $495,000
4.24%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,067Shares Held
864MCall 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