Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Abound Wealth Management holds 2,979 shares of SCHD stock, worth $76,470. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,979
Previous 4,627
35.62%
Holding current value
$76,470
Previous $126 Million
34.1%
% of portfolio
0.03%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio