Breakwater Capital Group Schwab Strategic Tr Us Dividen Transaction History
Breakwater Capital Group
- $614 Billion
- Q2 2025
A detailed history of Breakwater Capital Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Breakwater Capital Group holds 23,699 shares of SCHD stock, worth $629,682. This represents 0.1% of its overall portfolio holdings.
Number of Shares
23,699
Previous 24,108
1.7%
Holding current value
$629,682
Previous $674 Million
6.83%
% of portfolio
0.1%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall 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$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio