Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Dividen Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 3,345 shares of SCHD stock, worth $93,024. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,345
Previous 3,345
-0.0%
Holding current value
$93,024
Previous $260 Million
8.71%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$236 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$206 Million0.05% of portfolio