Cheviot Value Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 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 4,423 shares of SCHD stock, worth $117,519. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,423
Previous 4,412
0.25%
Holding current value
$117,519
Previous $123,000
4.88%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares 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