Fourth Dimension Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Fourth Dimension Wealth, LLC
- $262 Billion
- Q3 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 687 shares of SCHD stock, worth $18,713. This represents 0.01% of its overall portfolio holdings.
Number of Shares
687
Previous 687
-0.0%
Holding current value
$18,713
Previous $18.2 Million
3.02%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio