Iams Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iams Wealth Management, LLC holds 15,351 shares of SCHD stock, worth $394,060. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,351
Previous 31,790
51.71%
Holding current value
$394,060
Previous $869 Million
50.58%
% of portfolio
0.2%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio