Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 2,984 shares of SCHD stock, worth $78,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,984
Previous 2,984
-0.0%
Holding current value
$78,091
Previous $81,000
1.23%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall 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