Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History
Advisory Resource Group
- $417 Million
- Q2 2025
A detailed history of Advisory Resource Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisory Resource Group holds 59,500 shares of SCHD stock, worth $1.58 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
59,500
Previous 56,980
4.42%
Holding current value
$1.58 Million
Previous $1.59 Million
1.07%
% of portfolio
0.38%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio