Davis R M Inc Schwab Strategic Tr Us Dividen Transaction History

Davis R M Inc

$5.05 Billion
Q4 2024

A detailed history of Davis R M Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Davis R M Inc holds 18,023 shares of SCHD stock, worth $500,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,023

Holding current value

$500,859

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $485,359 - $1.53 Million	18,023 New	18,023 $492,000

Others Institutions Holding SCHD

# of Institutions

1,919

Shares Held

789M

Call Options Held

4.7M

Put Options Held

2.08M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$1.38 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.01 Billion
0.42% of portfolio
Morgan Stanley New York, NY

28.5M
Shares

$791 Million
0.06% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$745 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$723 Million
4.56% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

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