Vest Gen Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 38,609 shares of SCHD stock, worth $996,884. This represents 0.05% of its overall portfolio holdings.
Number of Shares
38,609Holding current value
$996,884% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
886MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio