Consolidated Portfolio Review Corp Schwab Strategic Tr Us Dividen Transaction History
Consolidated Portfolio Review Corp
- $796 Billion
- Q3 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 129,036 shares of SCHD stock, worth $3.51 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
129,036
Previous 126,532
1.98%
Holding current value
$3.51 Million
Previous $3.35 Billion
5.06%
% of portfolio
0.44%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio