Dale Q Rice Investment Management LTD Schwab Strategic Tr Us Dividen Transaction History
Dale Q Rice Investment Management LTD
- $194 Billion
- Q1 2025
A detailed history of Dale Q Rice Investment Management LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dale Q Rice Investment Management LTD holds 45,006 shares of SCHD stock, worth $1.16 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
45,006
Previous 45,006
-0.0%
Holding current value
$1.16 Million
Previous $1.23 Billion
2.34%
% of portfolio
0.65%
Previous 0.54%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,993Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio