Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,349 shares of SCHD stock, worth $62,412. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,349Holding current value
$62,412% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
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Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio