Cambridge Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Cambridge Financial Group, LLC
- $311 Billion
- Q3 2025
A detailed history of Cambridge Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cambridge Financial Group, LLC holds 128,168 shares of SCHD stock, worth $3.41 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
128,168
Previous 106,050
20.86%
Holding current value
$3.41 Million
Previous $2.81 Billion
24.51%
% of portfolio
1.13%
Previous 1.06%
Shares
8 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