Concord Asset Management, Llc/Va Schwab Strategic Tr Us Dividen Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 131,432 shares of SCHD stock, worth $3.49 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
131,432
Previous 78,635
67.14%
Holding current value
$3.49 Million
Previous $2 Billion
74.24%
% of portfolio
0.52%
Previous 0.44%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio