Chris Bulman Inc Schwab Strategic Tr Us Dividen Transaction History

Chris Bulman Inc

$147 Billion
Q3 2024

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 9,316 shares of SCHD stock, worth $256,935. This represents 0.54% of its overall portfolio holdings.

Number of Shares

9,316

Holding current value

$256,935

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$77.02 - $85.06 $717,518 - $792,418	9,316 New	9,316 $787 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$318 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$255 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$247 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$234 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$204 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chris Bulman Inc, based on Form 13F filings with the SEC.

News

Stay updated on Chris Bulman Inc with notifications on news.

Account