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 $732,602. This represents 0.18% of its overall portfolio holdings.
Number of Shares
27,994
Previous 21,001
33.3%
Holding current value
$732,602
Previous $574,000
36.93%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio