Transcend Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Transcend Capital Advisors, LLC
- $1.42 Billion
- Q3 2025
A detailed history of Transcend Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 47,477 shares of SCHD stock, worth $1.29 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
47,477
Previous 48,231
1.56%
Holding current value
$1.29 Million
Previous $1.28 Million
1.41%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall 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