Mpwm Advisory Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 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 3,068 shares of SCHD stock, worth $80,289. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,068
Previous 3,188
3.76%
Holding current value
$80,289
Previous $87.1 Million
1.51%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio