Van Den Berg Management I, Inc Schwab Strategic Tr Us Dividen Transaction History
Van Den Berg Management I, Inc
- $305 Million
- Q4 2024
A detailed history of Van Den Berg Management I, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Van Den Berg Management I, Inc holds 1,827 shares of SCHD stock, worth $51,247. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,827
Previous 609
200.0%
Holding current value
$51,247
Previous $51,000
3.92%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,943Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio