Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Hmv Wealth Advisors, LLC
- $153 Billion
- Q2 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 $235,754. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,677
Previous 8,677
-0.0%
Holding current value
$235,754
Previous $243 Million
5.22%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
918MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$897 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$876 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$803 Million4.98% of portfolio