Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Foguth Wealth Management, Llc.
- $467 Billion
- Q2 2025
A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 64,893 shares of SCHD stock, worth $1.74 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
64,893
Previous 206,680
68.6%
Holding current value
$1.74 Million
Previous $5.78 Billion
70.24%
% of portfolio
0.37%
Previous 1.4%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio