David R. Rahn & Associates Inc. Schwab Strategic Tr Us Dividen Transaction History
David R. Rahn & Associates Inc.
- $343 Million
- Q2 2025
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 31,050 shares of SCHD stock, worth $851,080. This represents 0.24% of its overall portfolio holdings.
Number of Shares
31,050
Previous 31,050
-0.0%
Holding current value
$851,080
Previous $868,000
5.3%
% of portfolio
0.24%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio