Rockwood Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,078 shares of SCHD stock, worth $90,339. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,078
Previous 3,022
1.85%
Holding current value
$90,339
Previous $235 Million
10.73%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio