Elite Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History
Elite Financial, Inc.
- $189 Million
- Q1 2025
A detailed history of Elite Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elite Financial, Inc. holds 731,407 shares of SCHD stock, worth $19.7 Million. This represents 10.81% of its overall portfolio holdings.
Number of Shares
731,407
Previous 824,871
11.33%
Holding current value
$19.7 Million
Previous $22.5 Million
9.25%
% of portfolio
10.81%
Previous 12.21%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio