Stockman Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Stockman Wealth Management, Inc.
- $654 Million
- Q1 2025
A detailed history of Stockman Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 15,444 shares of SCHD stock, worth $396,447. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,444
Previous 17,971
14.06%
Holding current value
$396,447
Previous $490,000
13.27%
% of portfolio
0.07%
Previous 0.08%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio