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 $186,066. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,974
Previous 6,974
-0.0%
Holding current value
$186,066
Previous $194,000
5.15%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,002Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.03 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$881 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$860 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio