Comprehensive Money Management Services LLC Schwab Strategic Tr Us Dividen Transaction History
Comprehensive Money Management Services LLC
- $124 Billion
- Q1 2025
A detailed history of Comprehensive Money Management Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Comprehensive Money Management Services LLC holds 18,175 shares of SCHD stock, worth $476,003. This represents 0.41% of its overall portfolio holdings.
Number of Shares
18,175
Previous 19,270
5.68%
Holding current value
$476,003
Previous $526 Million
3.47%
% of portfolio
0.41%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$865 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$774 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$769 Million0.06% of portfolio