Hazlett, Burt & Watson, Inc. Schwab Strategic Tr Us Dividen Transaction History
Hazlett, Burt & Watson, Inc.
- $244 Million
- Q2 2025
A detailed history of Hazlett, Burt & Watson, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 363,103 shares of SCHD stock, worth $9.92 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
363,103
Previous 377,641
3.85%
Holding current value
$9.92 Million
Previous $10.6 Million
8.91%
% of portfolio
3.94%
Previous 4.75%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
919MCall Options Held
4.89MPut 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$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio