Maripau Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Maripau Wealth Management LLC
- $129 Million
- Q1 2024
A detailed history of Maripau Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Maripau Wealth Management LLC holds 6,261 shares of SCHD stock, worth $484,914. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,261
Previous 4,706
33.04%
Holding current value
$484,914
Previous $358,000
40.78%
% of portfolio
0.39%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio