Briaud Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History
Briaud Financial Planning, Inc
- $254 Million
- Q2 2025
A detailed history of Briaud Financial Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 44 shares of SCHD stock, worth $1,169. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$1,169
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,028Shares Held
838MCall 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