Howard Financial Services, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Howard Financial Services, Ltd.
- $750 Million
- Q2 2025
A detailed history of Howard Financial Services, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 2,032,073 shares of SCHD stock, worth $54.6 Million. This represents 7.18% of its overall portfolio holdings.
Number of Shares
2,032,073
Previous 2,073,100
1.98%
Holding current value
$54.6 Million
Previous $57.2 Million
5.82%
% of portfolio
7.18%
Previous 7.88%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
896MCall Options Held
4.42MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% 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
-
Morgan Stanley New York, NY29.4MShares$789 Million0.06% of portfolio