Hmv Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 8,677 shares of SCHD stock, worth $236,361. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,677
Previous 8,677
-0.0%
Holding current value
$236,361
Previous $230 Million
3.02%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares 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