Jackson Thornton Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Jackson Thornton Asset Management, LLC
- $971 Million
- Q3 2025
A detailed history of Jackson Thornton Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 9,371 shares of SCHD stock, worth $255,266. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,371
Previous 9,738
3.77%
Holding current value
$255,266
Previous $258,000
1.16%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio