Raub Brock Capital Management LP Schwab Strategic Tr Us Dividen Transaction History
Raub Brock Capital Management LP
- $445 Million
- Q2 2024
A detailed history of Raub Brock Capital Management LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Raub Brock Capital Management LP holds 3,185 shares of SCHD stock, worth $269,228. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,185
Previous 3,185
-0.0%
Holding current value
$269,228
Previous $256,000
3.52%
% of portfolio
0.06%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio