David R. Rahn & Associates Inc. Schwab Strategic Tr Us Dividen Transaction History
David R. Rahn & Associates Inc.
- $294 Million
- Q4 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 31,050 shares of SCHD stock, worth $856,359. This represents 0.29% of its overall portfolio holdings.
Number of Shares
31,050
Previous 10,350
200.0%
Holding current value
$856,359
Previous $874,000
2.97%
% of portfolio
0.29%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
849MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio