Activest Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Activest Wealth Management
- $402 Million
- Q2 2025
A detailed history of Activest Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Activest Wealth Management holds 6,974 shares of SCHD stock, worth $185,299. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,974
Previous 6,974
-0.0%
Holding current value
$185,299
Previous $194,000
5.15%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% 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