Bg Investment Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Bg Investment Services, Inc.
- $89.9 Million
- Q1 2025
A detailed history of Bg Investment Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bg Investment Services, Inc. holds 10,045 shares of SCHD stock, worth $263,078. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,045
Previous 8,556
17.4%
Holding current value
$263,078
Previous $233,000
20.17%
% of portfolio
0.31%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$865 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$774 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$769 Million0.06% of portfolio