Vaughan David Investments LLC Schwab Strategic Tr Us Dividen Transaction History
Vaughan David Investments LLC
- $4.64 Billion
- Q3 2025
A detailed history of Vaughan David Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vaughan David Investments LLC holds 1,205,070 shares of SCHD stock, worth $32.8 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
1,205,070
Previous 1,201,552
0.29%
Holding current value
$32.8 Million
Previous $31.8 Million
3.32%
% of portfolio
0.71%
Previous 0.71%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio