Opal Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 956 shares of SCHD stock, worth $25,018. This represents 0.01% of its overall portfolio holdings.
Number of Shares
956Holding current value
$25,018% of portfolio
0.01%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
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Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio