Aldebaran Financial Inc. Schwab Strategic Tr Us Dividen Transaction History
Aldebaran Financial Inc.
- $99.1 Million
- Q3 2025
A detailed history of Aldebaran Financial Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aldebaran Financial Inc. holds 21,500 shares of SCHD stock, worth $585,660. This represents 0.59% of its overall portfolio holdings.
Number of Shares
21,500
Previous 21,524
0.11%
Holding current value
$585,660
Previous $570,000
2.81%
% of portfolio
0.59%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares 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