Eq Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 71 shares of SCHD stock, worth $1,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,859

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $1,917 - $2,026	71 New	71 $1.98 Million

Others Institutions Holding SCHD

# of Institutions

1,995

Shares Held

885M

Call Options Held

4.89M

Put Options Held

2.23M

Lpl Financial LLC Fort Mill, SC

38.8M
Shares

$1.02 Billion
0.44% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$865 Million
4.23% of portfolio
Bank Of America Corp Charlotte, NC

32.2M
Shares

$844 Million
0.07% of portfolio
Wealthspire Advisors, LLC New York, NY

29.6M
Shares

$774 Million
4.98% of portfolio
Morgan Stanley New York, NY

29.4M
Shares

$769 Million
0.06% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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Eq Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History