Sharkey, Howes & Javer Schwab Strategic Tr Us Dividen Transaction History
Sharkey, Howes & Javer
- $654 Million
- Q1 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 24,253 shares of SCHD stock, worth $634,701. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,253
Previous 25,240
3.91%
Holding current value
$634,701
Previous $689,000
1.6%
% of portfolio
0.1%
Previous 0.1%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares 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