Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Dividen Transaction History
Catalytic Wealth Ria, LLC
- $3.04 Trillion
- Q3 2025
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 71,036 shares of SCHD stock, worth $1.94 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
71,036
Previous 12,894
450.92%
Holding current value
$1.94 Million
Previous $342 Million
467.55%
% of portfolio
0.06%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
873MCall 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