Pur Efi Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Pur Efi Wealth, LLC
- $125 Billion
- Q2 2025
A detailed history of Pur Efi Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 9,600 shares of SCHD stock, worth $261,888. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,600Holding current value
$261,888% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
890MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$901 Million4.23% of portfolio
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Wealthspire Advisors, LLC New York, NY29MShares$791 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$779 Million0.06% of portfolio