Wpg Advisers, LLC Schwab Strategic Tr Us Dividen Transaction History
Wpg Advisers, LLC
- $107 Billion
- Q1 2025
A detailed history of Wpg Advisers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wpg Advisers, LLC holds 173,923 shares of SCHD stock, worth $4.49 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
173,923
Previous 199,315
12.74%
Holding current value
$4.49 Million
Previous $5.45 Billion
10.7%
% of portfolio
4.53%
Previous 5.06%
Shares
2 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