Stockman Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Stockman Wealth Management, Inc.
- $778 Million
- Q3 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 14,507 shares of SCHD stock, worth $385,450. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,507
Previous 15,132
4.13%
Holding current value
$385,450
Previous $400,000
1.0%
% of portfolio
0.05%
Previous 0.06%
Shares
34 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio