Mpwm Advisory Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 426 shares of SCHD stock, worth $11,676. This represents 0.01% of its overall portfolio holdings.
Number of Shares
426
Previous 3,068
86.11%
Holding current value
$11,676
Previous $85.8 Million
86.84%
% of portfolio
0.01%
Previous 0.06%
Shares
3 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
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio