Brooks, Moore & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
Brooks, Moore & Associates, Inc.
- $181 Million
- Q2 2025
A detailed history of Brooks, Moore & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brooks, Moore & Associates, Inc. holds 22,815 shares of SCHD stock, worth $606,194. This represents 0.33% of its overall portfolio holdings.
Number of Shares
22,815
Previous 32,865
30.58%
Holding current value
$606,194
Previous $918,000
34.2%
% of portfolio
0.33%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% 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