Bbr Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Bbr Partners, LLC

$1.22 Billion
Q2 2024

A detailed history of Bbr Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bbr Partners, LLC holds 2,683 shares of SCHD stock, worth $226,069. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,683

Holding current value

$226,069

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $203,398 - $215,042	2,683 New	2,683 $208,000

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$942 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$857 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$781 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$753 Million
15.07% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$697 Million
4.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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