Alliance Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Alliance Wealth Management Group
- $382 Million
- Q1 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 208,100 shares of SCHD stock, worth $5.56 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
208,100
Previous 206,821
0.62%
Holding current value
$5.56 Million
Previous $5.65 Million
2.97%
% of portfolio
1.52%
Previous 1.47%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio