Onyx Bridge Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History
Onyx Bridge Wealth Group LLC
- $654 Million
- Q1 2025
A detailed history of Onyx Bridge Wealth Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 515,570 shares of SCHD stock, worth $13.5 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
515,570
Previous 477,308
8.02%
Holding current value
$13.5 Million
Previous $13 Million
10.54%
% of portfolio
2.2%
Previous 1.96%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares 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