Rothschild Investment LLC Schwab Strategic Tr Us Dividen Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q4 2024
A detailed history of Rothschild Investment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rothschild Investment LLC holds 25,876 shares of SCHD stock, worth $713,142. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,876
Previous 8,429
206.99%
Holding current value
$713,142
Previous $712 Million
0.78%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio