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 $261,500. This represents 0.54% of its overall portfolio holdings.

Number of Shares

9,316

Holding current value

$261,500

% 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

1,800

Shares Held

384M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$753 Million
13.87% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$324 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$311 Million
8.18% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$259 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$239 Million
4.81% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

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