Chris Bulman Inc Schwab Strategic Tr Us Dividen Transaction History
Chris Bulman Inc
- $175 Billion
- Q2 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 169,455 shares of SCHD stock, worth $4.63 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
169,455
Previous 120,185
41.0%
Holding current value
$4.63 Million
Previous $3.36 Billion
33.63%
% of portfolio
2.56%
Previous 2.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
919MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio