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 $4.65 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
173,689
Previous 171,429
1.32%
Holding current value
$4.65 Million
Previous $4.68 Billion
3.69%
% of portfolio
2.77%
Previous 2.93%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,002Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$884 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$863 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$791 Million4.98% of portfolio