Stockman Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Stockman Wealth Management, Inc.
- $713 Million
- Q2 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 15,132 shares of SCHD stock, worth $406,748. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,132
Previous 15,444
2.02%
Holding current value
$406,748
Previous $425,000
5.88%
% of portfolio
0.06%
Previous 0.07%
Shares
33 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio