Roberts Glore & CO Inc Schwab Strategic Tr Us Dividen Transaction History
Roberts Glore & CO Inc
- $333 Million
- Q2 2025
A detailed history of Roberts Glore & CO Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roberts Glore & CO Inc holds 8,835 shares of SCHD stock, worth $242,167. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,835
Previous 8,835
-0.0%
Holding current value
$242,167
Previous $247,000
5.26%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio