Eq Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Eq Wealth Advisors, LLC

$152 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$24.32 - $27.87 $194 - $222	8 Added 11.27%	79 $2.09 Million
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $1,917 - $2,026	71 New	71 $1.98 Million

Others Institutions Holding SCHD

# of Institutions

2,030

Shares Held

841M

Call Options Held

4.51M

Put Options Held

2.75M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.11 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$1.04 Billion
0.37% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$770 Million
4.36% of portfolio
Bank Of America Corp Charlotte, NC

28.6M
Shares

$759 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$756 Million
4.28% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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