Code Waechter LLC Schwab Strategic Tr Us Dividen Transaction History
Code Waechter LLC
- $153 Million
- Q3 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 35,341 shares of SCHD stock, worth $962,688. This represents 0.63% of its overall portfolio holdings.
Number of Shares
35,341
Previous 35,175
0.47%
Holding current value
$962,688
Previous $932,000
3.43%
% of portfolio
0.63%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall 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