Van Den Berg Management I, Inc Schwab Strategic Tr Us Dividen Transaction History
Van Den Berg Management I, Inc
- $297 Million
- Q1 2025
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 1,923 shares of SCHD stock, worth $50,324. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,923
Previous 1,827
5.25%
Holding current value
$50,324
Previous $49,000
8.16%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio