Cura Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Cura Wealth Advisors, LLC
- $262 Billion
- Q3 2025
A detailed history of Cura Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cura Wealth Advisors, LLC holds 16,581 shares of SCHD stock, worth $451,666. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,581
Previous 16,531
0.3%
Holding current value
$451,666
Previous $438 Million
3.33%
% of portfolio
0.17%
Previous 0.18%
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