Tower View Investment Management & Research LLC Schwab Strategic Tr Us Dividen Transaction History
Tower View Investment Management & Research LLC
- $184 Million
- Q2 2025
A detailed history of Tower View Investment Management & Research LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tower View Investment Management & Research LLC holds 548 shares of SCHD stock, worth $15,020. This represents 0.01% of its overall portfolio holdings.
Number of Shares
548
Previous 542
1.11%
Holding current value
$15,020
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
890MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio