Omni 360 Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Omni 360 Wealth, Inc.
- $178 Billion
- Q3 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 59,326 shares of SCHD stock, worth $1.62 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
59,326
Previous 63,487
6.55%
Holding current value
$1.62 Million
Previous $1.68 Billion
3.73%
% of portfolio
0.91%
Previous 0.83%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio