Curran Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Curran Financial Partners, LLC
- $352 Million
- Q1 2025
A detailed history of Curran Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Curran Financial Partners, LLC holds 1,006,727 shares of SCHD stock, worth $25.8 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
1,006,727
Previous 916,153
9.89%
Holding current value
$25.8 Million
Previous $25 Million
12.46%
% of portfolio
8.0%
Previous 7.78%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio