Nikulski Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History
Nikulski Financial, Inc.
- $313 Million
- Q2 2024
A detailed history of Nikulski Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nikulski Financial, Inc. holds 41,470 shares of SCHD stock, worth $3.51 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
41,470
Previous 40,770
1.72%
Holding current value
$3.51 Million
Previous $3.29 Million
1.92%
% of portfolio
1.03%
Previous 1.09%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio