Chris Bulman Inc Schwab Strategic Tr Us Dividen Transaction History
Chris Bulman Inc
- $200 Billion
- Q3 2025
A detailed history of Chris Bulman Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chris Bulman Inc holds 218,598 shares of SCHD stock, worth $5.81 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
218,598
Previous 169,455
29.0%
Holding current value
$5.81 Million
Previous $4.49 Billion
32.89%
% of portfolio
2.99%
Previous 2.56%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,016Shares Held
841MCall 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