Navalign, LLC Schwab Strategic Tr Us Dividen Transaction History
Navalign, LLC
- $358 Million
- Q2 2025
A detailed history of Navalign, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Navalign, LLC holds 266,708 shares of SCHD stock, worth $7.08 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
266,708
Previous 255,694
4.31%
Holding current value
$7.08 Million
Previous $7.15 Million
1.15%
% of portfolio
1.97%
Previous 2.06%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,014Shares Held
885MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.03 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$877 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$769 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$758 Million0.06% of portfolio