Martel Wealth Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Martel Wealth Advisors Inc
- $539 Billion
- Q2 2025
A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 7,684 shares of SCHD stock, worth $206,545. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,684Holding current value
$206,545% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
896MCall Options Held
4.42MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
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Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
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Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
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Morgan Stanley New York, NY29.4MShares$789 Million0.06% of portfolio