David R. Rahn & Associates Inc. Schwab Strategic Tr Us Dividen Transaction History
David R. Rahn & Associates Inc.
- $236 Million
- Q1 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 $804,816. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,350
-0.0%
Holding current value
$804,816
Previous $787,000
5.97%
% of portfolio
0.35%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio