Albion Financial Group Schwab Strategic Tr Us Dividen Transaction History
Albion Financial Group
- $1.61 Billion
- Q3 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 1,037,255 shares of SCHD stock, worth $28.3 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
1,037,255
Previous 882,802
17.5%
Holding current value
$28.3 Million
Previous $23.4 Million
21.04%
% of portfolio
1.76%
Previous 1.58%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio