Gen Wealth Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Gen Wealth Group, Inc.
- $533 Million
- Q3 2025
A detailed history of Gen Wealth Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 14,256 shares of SCHD stock, worth $388,333. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,256Holding current value
$388,333% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall 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