Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 8,677 shares of SCHD stock, worth $230,547. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,677
Previous 8,677
-0.0%
Holding current value
$230,547
Previous $230 Million
3.02%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% 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