Wills Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History
Wills Financial Group LLC
- $226 Billion
- Q1 2025
A detailed history of Wills Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wills Financial Group LLC holds 59,874 shares of SCHD stock, worth $1.6 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
59,874Holding current value
$1.6 Million% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio