Millstone Evans Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Millstone Evans Group, LLC
- $147 Billion
- Q2 2025
A detailed history of Millstone Evans Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Millstone Evans Group, LLC holds 1,400 shares of SCHD stock, worth $37,198. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,276
9.72%
Holding current value
$37,198
Previous $35.7 Million
3.99%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,024Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio