Integral Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Integral Investment Advisors, Inc.
- $304 Million
- Q1 2025
A detailed history of Integral Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Integral Investment Advisors, Inc. holds 324,958 shares of SCHD stock, worth $8.5 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
324,958
Previous 312,701
3.92%
Holding current value
$8.5 Million
Previous $8.54 Million
4.92%
% of portfolio
2.95%
Previous 2.31%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares 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