Alliance Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Alliance Wealth Management Group
- $393 Million
- Q2 2025
A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alliance Wealth Management Group holds 198,638 shares of SCHD stock, worth $5.34 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
198,638
Previous 208,100
4.55%
Holding current value
$5.34 Million
Previous $5.82 Million
9.54%
% of portfolio
1.34%
Previous 1.52%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio