Cheviot Value Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Cheviot Value Management, LLC
- $927 Million
- Q3 2025
A detailed history of Cheviot Value Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cheviot Value Management, LLC holds 4,434 shares of SCHD stock, worth $120,782. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,434
Previous 4,423
0.25%
Holding current value
$120,782
Previous $117,000
3.42%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio