Copley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Copley Financial Group, Inc.
- $131 Billion
- Q1 2025
A detailed history of Copley Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Copley Financial Group, Inc. holds 13,687 shares of SCHD stock, worth $366,127. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,687
Previous 3,353
308.2%
Holding current value
$366,127
Previous $283 Million
31.93%
% of portfolio
0.29%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,003Shares 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$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$884 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$863 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$791 Million4.98% of portfolio