Fiscal Wisdom Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 86,335 shares of SCHD stock, worth $2.31 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
86,335Holding current value
$2.31 Million% of portfolio
2.21%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,045Shares Held
836MCall Options Held
3.83MPut Options Held
2.07M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$774 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$763 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$760 Million4.28% of portfolio