Martel Wealth Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Martel Wealth Advisors Inc
- $539 Billion
- Q2 2025
A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 7,684 shares of SCHD stock, worth $209,926. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,684Holding current value
$209,926% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
919MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
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Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
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Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
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Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio