Spectrum Wealth Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Spectrum Wealth Counsel, LLC
- $833 Billion
- Q1 2025
A detailed history of Spectrum Wealth Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 142,657 shares of SCHD stock, worth $3.89 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
142,657
Previous 142,639
0.01%
Holding current value
$3.89 Million
Previous $3.9 Billion
2.36%
% of portfolio
0.48%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall 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