Martin Worley Group Schwab Strategic Tr Us Dividen Transaction History
Martin Worley Group
- $175 Billion
- Q1 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 173,689 shares of SCHD stock, worth $4.48 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
173,689
Previous 171,429
1.32%
Holding current value
$4.48 Million
Previous $4.68 Billion
3.69%
% of portfolio
2.77%
Previous 2.93%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio