Copia Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Copia Wealth Management holds 4,030 shares of SCHD stock, worth $102,523. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,030Holding current value
$102,523% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio