Koshinski Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Koshinski Asset Management, Inc.
- $1.18 Trillion
- Q1 2025
A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 508,509 shares of SCHD stock, worth $13.3 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
508,509
Previous 658,825
22.82%
Holding current value
$13.3 Million
Previous $18 Million
78892.76%
% of portfolio
1.21%
Previous 0.04%
Shares
43 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