Twin Peaks Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,146 shares of SCHD stock, worth $85,822. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,146Holding current value
$85,822% of portfolio
0.03%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