Cura Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Cura Wealth Advisors, LLC
- $247 Billion
- Q1 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 11,941 shares of SCHD stock, worth $312,495. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,941
Previous 11,177
6.84%
Holding current value
$312,495
Previous $305 Million
9.34%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio