Cjm Wealth Advisers, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Cjm Wealth Advisers, Ltd.
- $283 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
886MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
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Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio