Disciplined Investors, L.L.C. Schwab Strategic Tr Us Dividen Transaction History
Disciplined Investors, L.L.C.
- $140 Billion
- Q3 2025
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 46,310 shares of SCHD stock, worth $1.26 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
46,310
Previous 46,835
1.12%
Holding current value
$1.26 Million
Previous $1.24 Billion
1.87%
% of portfolio
0.9%
Previous 0.97%
Shares
4 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