Delta Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Delta Financial Group, Inc.
- $438 Million
- Q1 2025
A detailed history of Delta Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Delta Financial Group, Inc. holds 27,994 shares of SCHD stock, worth $762,556. This represents 0.18% of its overall portfolio holdings.
Number of Shares
27,994
Previous 21,001
33.3%
Holding current value
$762,556
Previous $574,000
36.93%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares 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