Nwf Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History
Nwf Advisory Services Inc.
- $911 Billion
- Q3 2025
A detailed history of Nwf Advisory Services Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 140,526 shares of SCHD stock, worth $3.83 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
140,526
Previous 210,171
33.14%
Holding current value
$3.83 Million
Previous $5.57 Billion
31.12%
% of portfolio
0.42%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio