Activest Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Activest Wealth Management
- $347 Million
- Q1 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 $182,509. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,974
Previous 7,424
6.06%
Holding current value
$182,509
Previous $202,000
3.96%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio