Daymark Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 28,349 shares of SCHD stock, worth $753,232. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,349
Previous 15,980
77.4%
Holding current value
$753,232
Previous $423,000
82.74%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio