Beckerman Institutional, LLC Schwab Strategic Tr Us Dividen Transaction History
Beckerman Institutional, LLC
- $151 Million
- Q2 2025
A detailed history of Beckerman Institutional, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beckerman Institutional, LLC holds 114,440 shares of SCHD stock, worth $3.11 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
114,440
Previous 104,885
9.11%
Holding current value
$3.11 Million
Previous $2.93 Million
3.41%
% of portfolio
2.01%
Previous 2.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,011Shares Held
889MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$898 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$788 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$776 Million0.06% of portfolio