Buck Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History
Buck Wealth Strategies, LLC
- $631 Million
- Q2 2025
A detailed history of Buck Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 12,970 shares of SCHD stock, worth $344,612. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,970
Previous 9,405
37.91%
Holding current value
$344,612
Previous $262,000
30.92%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% 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