Paladin Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Paladin Advisory Group, LLC
- $124 Million
- Q3 2025
A detailed history of Paladin Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 24,784 shares of SCHD stock, worth $675,116. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,784
Previous 146,084
83.03%
Holding current value
$675,116
Previous $3.87 Million
82.54%
% of portfolio
0.55%
Previous 3.03%
Shares
12 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