Martin Worley Group Schwab Strategic Tr Us Dividen Transaction History
Martin Worley Group
- $183 Million
- Q2 2025
A detailed history of Martin Worley Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Martin Worley Group holds 188,118 shares of SCHD stock, worth $5 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
188,118
Previous 173,689
8.31%
Holding current value
$5 Million
Previous $4.86 Billion
99.9%
% of portfolio
2.72%
Previous 2.77%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall 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