Barry Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Barry Investment Advisors, LLC
- $392 Million
- Q2 2025
A detailed history of Barry Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 207,441 shares of SCHD stock, worth $5.51 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
207,441
Previous 198,287
4.62%
Holding current value
$5.51 Million
Previous $5.54 Million
0.85%
% of portfolio
1.4%
Previous 1.51%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio