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 $6.28 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
231,786Holding current value
$6.28 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
878MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
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Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$795 Million0.06% of portfolio