North Ridge Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
North Ridge Wealth Advisors, Inc.
- $150 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.01 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$859 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$839 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$769 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$764 Million0.06% of portfolio