Chb Investment Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Chb Investment Group, LLC
- $188 Million
- Q1 2025
A detailed history of Chb Investment Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chb Investment Group, LLC holds 95,493 shares of SCHD stock, worth $2.47 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
95,493
Previous 94,728
0.81%
Holding current value
$2.47 Million
Previous $2.59 Million
3.17%
% of portfolio
1.42%
Previous 1.41%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$692 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio