Aspire Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Aspire Capital Advisors LLC
- $371 Million
- Q3 2025
A detailed history of Aspire Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspire Capital Advisors LLC holds 1,033,815 shares of SCHD stock, worth $28.2 Million. This represents 7.61% of its overall portfolio holdings.
Number of Shares
1,033,815
Previous 901,858
14.63%
Holding current value
$28.2 Million
Previous $23.9 Million
18.09%
% of portfolio
7.61%
Previous 7.16%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall 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