Fairway Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Fairway Wealth LLC
- $271 Billion
- Q1 2025
A detailed history of Fairway Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fairway Wealth LLC holds 21,957 shares of SCHD stock, worth $586,251. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,957
Previous 21,957
-0.0%
Holding current value
$586,251
Previous $600 Million
2.34%
% of portfolio
0.23%
Previous 0.27%
Shares
1 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$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio