David R. Rahn & Associates Inc. Schwab Strategic Tr Us Dividen Transaction History
David R. Rahn & Associates Inc.
- $323 Million
- Q3 2024
A detailed history of David R. Rahn & Associates Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, David R. Rahn & Associates Inc. holds 10,350 shares of SCHD stock, worth $288,040. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,350
-0.0%
Holding current value
$288,040
Previous $804,000
8.71%
% of portfolio
0.27%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio