Courage Miller Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Courage Miller Partners, LLC
- $314 Million
- Q2 2025
A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Courage Miller Partners, LLC holds 446,482 shares of SCHD stock, worth $11.9 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
446,482
Previous 428,548
4.18%
Holding current value
$11.9 Million
Previous $12 Million
1.26%
% of portfolio
3.76%
Previous 4.07%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall 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