Aletheian Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Aletheian Wealth Advisors LLC
- $170 Million
- Q1 2025
A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 8,250 shares of SCHD stock, worth $215,902. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,250Holding current value
$215,902% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall 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
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Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio