Mission Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mission Wealth Management, LP holds 19,477 shares of SCHD stock, worth $499,974. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,477
Previous 22,927
15.05%
Holding current value
$499,974
Previous $626,000
14.22%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio