Rather & Kittrell, Inc. Schwab Strategic Tr Us Dividen Transaction History
Rather & Kittrell, Inc.
- $378 Million
- Q3 2024
A detailed history of Rather & Kittrell, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 12,787 shares of SCHD stock, worth $357,396. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,787
Previous 12,787
-0.0%
Holding current value
$357,396
Previous $1.08 Million
-0.0%
% of portfolio
0.29%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio