Blvd Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Blvd Private Wealth, LLC
- $115 Billion
- Q4 2025
A detailed history of Blvd Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blvd Private Wealth, LLC holds 52,342 shares of SCHD stock, worth $1.43 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
52,342
Previous 50,800
3.04%
Holding current value
$1.43 Million
Previous $1.39 Billion
3.53%
% of portfolio
1.25%
Previous 1.19%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,067Shares Held
864MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio