Aldebaran Financial Inc. Schwab Strategic Tr Us Dividen Transaction History

Aldebaran Financial Inc.

$71.6 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Mar 02, 2018	SELL	N/A	-19,419 Closed	0 $0
Q3 2017 Nov 17, 2017	BUY	N/A	7 Added 0.04%	19,419 $909,000
Q2 2017 Aug 28, 2017	BUY	N/A	19,412	19,412 $875,000

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

274M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$946 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$861 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$785 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$757 Million
15.07% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$700 Million
4.66% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aldebaran Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aldebaran Financial Inc. with notifications on news.