Rather & Kittrell, Inc. Schwab Strategic Tr Us Dividen Transaction History
Rather & Kittrell, Inc.
- $418 Million
- Q1 2025
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 38,361 shares of SCHD stock, worth $1 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
38,361
Previous 38,361
-0.0%
Holding current value
$1 Million
Previous $1.05 Million
2.29%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio