Rfg Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Rfg Advisory, LLC
- $3.51 Billion
- Q1 2025
A detailed history of Rfg Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rfg Advisory, LLC holds 798,274 shares of SCHD stock, worth $22 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
798,274
Previous 750,119
6.42%
Holding current value
$22 Million
Previous $20.5 Million
7.43%
% of portfolio
0.63%
Previous 0.6%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio