Stewardship Concepts Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History
Stewardship Concepts Financial Services LLC
- $119 Billion
- Q4 2025
A detailed history of Stewardship Concepts Financial Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stewardship Concepts Financial Services LLC holds 291,786 shares of SCHD stock, worth $7.95 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
291,786Holding current value
$7.95 Million% of portfolio
6.76%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall 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
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Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
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Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio