Evolution Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Evolution Wealth Management Inc.
- $81.2 Billion
- Q2 2025
A detailed history of Evolution Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 12,752 shares of SCHD stock, worth $342,646. This represents 0.42% of its overall portfolio holdings.
Number of Shares
12,752Holding current value
$342,646% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,017Shares Held
885MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$779 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$767 Million0.06% of portfolio