Beckerman Institutional, LLC Schwab Strategic Tr Us Dividen Transaction History
Beckerman Institutional, LLC
- $157 Million
- Q3 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 121,158 shares of SCHD stock, worth $3.3 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
121,158
Previous 114,440
5.87%
Holding current value
$3.3 Million
Previous $3.03 Million
9.03%
% of portfolio
2.11%
Previous 2.01%
Shares
5 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