Albion Financial Group Schwab Strategic Tr Us Dividen Transaction History
Albion Financial Group
- $1.48 Billion
- Q2 2025
A detailed history of Albion Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Albion Financial Group holds 882,802 shares of SCHD stock, worth $23.9 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
882,802
Previous 563,921
56.55%
Holding current value
$23.9 Million
Previous $15.8 Million
48.37%
% of portfolio
1.58%
Previous 1.14%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
2,007Shares Held
916MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
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
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio