Birch Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Birch Financial Group, LLC
- $170 Billion
- Q3 2025
A detailed history of Birch Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Birch Financial Group, LLC holds 8,519 shares of SCHD stock, worth $227,116. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,519Holding current value
$227,116% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,040Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$773 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$761 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$758 Million4.28% of portfolio