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 $210,618. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,684Holding current value
$210,618% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
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Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
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Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio