Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Long View Wealth Management
- $369 Billion
- Q3 2025
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Long View Wealth Management holds 810,070 shares of SCHD stock, worth $22.1 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
810,070
Previous 819,827
1.19%
Holding current value
$22.1 Million
Previous $21.7 Billion
1.79%
% of portfolio
5.99%
Previous 6.58%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall 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