Hbw Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History
Hbw Advisory Services LLC
- $789 Million
- Q3 2025
A detailed history of Hbw Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hbw Advisory Services LLC holds 337,857 shares of SCHD stock, worth $8.98 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
337,857
Previous 327,062
3.3%
Holding current value
$8.98 Million
Previous $8.67 Million
6.42%
% of portfolio
1.17%
Previous 1.19%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio