Sharkey, Howes & Javer Schwab Strategic Tr Us Dividen Transaction History
Sharkey, Howes & Javer
- $678 Million
- Q2 2025
A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sharkey, Howes & Javer holds 25,270 shares of SCHD stock, worth $678,246. This represents 0.1% of its overall portfolio holdings.
Number of Shares
25,270
Previous 24,253
4.19%
Holding current value
$678,246
Previous $678,000
1.33%
% of portfolio
0.1%
Previous 0.1%
Shares
33 transactions
Others Institutions Holding SCHD
# of Institutions
2,002Shares Held
919MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$887 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$865 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$793 Million4.98% of portfolio