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 $883,683. This represents 0.29% of its overall portfolio holdings.
Number of Shares
31,050
Previous 10,350
200.0%
Holding current value
$883,683
Previous $874,000
2.97%
% of portfolio
0.29%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio