Equitable Trust CO Schwab Strategic Tr Us Dividen Transaction History
Equitable Trust CO
- $1.93 Billion
- Q2 2025
A detailed history of Equitable Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Equitable Trust CO holds 904,156 shares of SCHD stock, worth $24.6 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
904,156
Previous 1,015,217
10.94%
Holding current value
$24.6 Million
Previous $28.4 Million
15.59%
% of portfolio
1.24%
Previous 1.64%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
918MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$897 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$876 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$803 Million4.98% of portfolio