Sharkey, Howes & Javer Schwab Strategic Tr Us Dividen Transaction History
Sharkey, Howes & Javer
- $691 Million
- Q3 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 23,205 shares of SCHD stock, worth $632,104. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,205
Previous 25,270
8.17%
Holding current value
$632,104
Previous $669,000
5.38%
% of portfolio
0.09%
Previous 0.1%
Shares
34 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio