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 $566,929. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,957
Previous 21,957
-0.0%
Holding current value
$566,929
Previous $600 Million
2.34%
% of portfolio
0.23%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio