Summitry LLC Schwab Strategic Tr Us Dividen Transaction History

Summitry LLC

$2.18 Billion
Q3 2025

A detailed history of Summitry LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summitry LLC holds 10,099 shares of SCHD stock, worth $275,096. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,099

Holding current value

$275,096

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$26.38 - $27.95 $266,411 - $282,267	10,099 New	10,099 $275,000

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.13 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$989 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

35M
Shares

$954 Million
1.19% of portfolio
Sumitomo Life Insurance CO

31.1M
Shares

$846 Million
27.8% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$775 Million
4.28% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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