Emergent Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Emergent Wealth Advisors, LLC
- $173 Billion
- Q3 2025
A detailed history of Emergent Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 18,552 shares of SCHD stock, worth $492,926. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,552
Previous 15,262
21.56%
Holding current value
$492,926
Previous $521 Million
2.86%
% of portfolio
0.29%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,040Shares Held
839MCall 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