Adams Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Adams Asset Advisors, LLC
- $610 Million
- Q2 2025
A detailed history of Adams Asset Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adams Asset Advisors, LLC holds 231,786 shares of SCHD stock, worth $6.35 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
231,786Holding current value
$6.35 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio