Strategy Asset Managers LLC Schwab Strategic Tr Us Dividen Transaction History
Strategy Asset Managers LLC
- $550 Million
- Q3 2025
A detailed history of Strategy Asset Managers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategy Asset Managers LLC holds 18,208 shares of SCHD stock, worth $495,985. This represents 0.09% of its overall portfolio holdings.
Number of Shares
18,208
Previous 18,208
-0.0%
Holding current value
$495,985
Previous $482,000
3.11%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares 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