Coldstream Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 2025
A detailed history of Coldstream Capital Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coldstream Capital Management Inc holds 71,530 shares of SCHD stock, worth $1.91 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
71,530
Previous 33,606
112.85%
Holding current value
$1.91 Million
Previous $918,000
117.76%
% of portfolio
0.04%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,002Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.03 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$881 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$860 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio