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