Maridea Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Maridea Wealth Management LLC
- $384 Billion
- Q2 2025
A detailed history of Maridea Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Maridea Wealth Management LLC holds 147,985 shares of SCHD stock, worth $3.93 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
147,985
Previous 36,443
306.07%
Holding current value
$3.93 Million
Previous $1.02 Billion
284.87%
% of portfolio
1.02%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,028Shares Held
838MCall 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
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio