One Charles Private Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 75,000 shares of SCHD stock, worth $2.06 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
75,000Holding current value
$2.06 Million% of portfolio
0.61%Shares
1 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$1.08 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$908 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$796 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$785 Million0.06% of portfolio