Papp L Roy & Associates Schwab Strategic Tr Us Dividen Transaction History
Papp L Roy & Associates
- $842 Million
- Q3 2025
A detailed history of Papp L Roy & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Papp L Roy & Associates holds 8,595 shares of SCHD stock, worth $234,127. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,595
Previous 16,086
46.57%
Holding current value
$234,127
Previous $426,000
45.07%
% of portfolio
0.03%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio