Opulen Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History
Opulen Financial Group LLC
- $110 Billion
- Q1 2025
A detailed history of Opulen Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Opulen Financial Group LLC holds 504,648 shares of SCHD stock, worth $13 Million. This represents 12.82% of its overall portfolio holdings.
Number of Shares
504,648
Previous 490,503
2.88%
Holding current value
$13 Million
Previous $13.4 Billion
5.29%
% of portfolio
12.82%
Previous 12.18%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,993Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio