Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History
Bruce G. Allen Investments, LLC
- $126 Billion
- Q1 2025
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 294,487 shares of SCHD stock, worth $7.56 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
294,487
Previous 281,838
4.49%
Holding current value
$7.56 Million
Previous $7.7 Billion
6.94%
% of portfolio
6.52%
Previous 6.25%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio