Jbr CO Financial Management Inc Schwab Strategic Tr Us Dividen Transaction History
Jbr CO Financial Management Inc
- $171 Billion
- Q1 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 50,197 shares of SCHD stock, worth $1.37 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
50,197
Previous 49,908
0.58%
Holding current value
$1.37 Million
Previous $1.36 Billion
2.94%
% of portfolio
0.82%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,004Shares Held
918MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio