Resources Investment Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History
Resources Investment Advisors, Llc.
- $8.37 Billion
- Q2 2025
A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 698,589 shares of SCHD stock, worth $18.6 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
698,589
Previous 707,410
1.25%
Holding current value
$18.6 Million
Previous $19.8 Million
6.41%
% of portfolio
0.22%
Previous 0.25%
Shares
33 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio