Code Waechter LLC Schwab Strategic Tr Us Dividen Transaction History
Code Waechter LLC
- $140 Million
- Q2 2025
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Code Waechter LLC holds 35,175 shares of SCHD stock, worth $959,574. This represents 0.67% of its overall portfolio holdings.
Number of Shares
35,175
Previous 35,175
-0.0%
Holding current value
$959,574
Previous $983,000
5.19%
% of portfolio
0.67%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
890MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$901 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$791 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$779 Million0.06% of portfolio