David R. Rahn & Associates Inc. Schwab Strategic Tr Us Dividen Transaction History
David R. Rahn & Associates Inc.
- $373 Million
- Q3 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 $845,802. This represents 0.23% of its overall portfolio holdings.
Number of Shares
31,050
Previous 31,050
-0.0%
Holding current value
$845,802
Previous $822,000
3.04%
% of portfolio
0.23%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio