Consolidated Portfolio Review Corp Schwab Strategic Tr Us Dividen Transaction History
Consolidated Portfolio Review Corp
- $723 Billion
- Q2 2025
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 126,532 shares of SCHD stock, worth $3.38 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
126,532
Previous 95,534
32.45%
Holding current value
$3.38 Million
Previous $2.67 Billion
25.53%
% of portfolio
0.46%
Previous 0.43%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,002Shares Held
899MCall 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