Equity Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Equity Wealth Partners, LLC
- $123 Billion
- Q3 2025
A detailed history of Equity Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Equity Wealth Partners, LLC holds 170,014 shares of SCHD stock, worth $4.63 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
170,014Holding current value
$4.63 Million% of portfolio
3.77%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall 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