Diversified Enterprises, LLC Schwab Strategic Tr Us Dividen Transaction History
Diversified Enterprises, LLC
- $1.19 Trillion
- Q1 2025
A detailed history of Diversified Enterprises, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversified Enterprises, LLC holds 4,204,454 shares of SCHD stock, worth $112 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
4,204,454
Previous 3,994,453
5.26%
Holding current value
$112 Million
Previous $109 Billion
7.72%
% of portfolio
9.89%
Previous 10.39%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio