Briaud Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History
Briaud Financial Planning, Inc
- $252 Million
- Q1 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 $1,174. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$1,174
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio