Westwood Holdings Group Inc Schwab Strategic Tr Us Dividen Transaction History
Westwood Holdings Group Inc
- $13 Billion
- Q3 2025
A detailed history of Westwood Holdings Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Westwood Holdings Group Inc holds 16,163 shares of SCHD stock, worth $440,280. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,163
Previous 16,163
-0.0%
Holding current value
$440,280
Previous $428,000
3.04%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,064Shares Held
867MCall 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