Jbr CO Financial Management Inc Schwab Strategic Tr Us Dividen Transaction History
Jbr CO Financial Management Inc
- $236 Billion
- Q3 2025
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 35,635 shares of SCHD stock, worth $970,697. This represents 0.41% of its overall portfolio holdings.
Number of Shares
35,635
Previous 38,625
7.74%
Holding current value
$970,697
Previous $1.02 Billion
4.96%
% of portfolio
0.41%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares 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