Nwf Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History
Nwf Advisory Services Inc.
- $839 Billion
- Q2 2025
A detailed history of Nwf Advisory Services Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 210,171 shares of SCHD stock, worth $5.58 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
210,171
Previous 135,220
55.43%
Holding current value
$5.58 Million
Previous $3.78 Billion
47.31%
% of portfolio
0.66%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio