Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $145 Million
- Q2 2025
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 723,733 shares of SCHD stock, worth $19.2 Million. This represents 13.23% of its overall portfolio holdings.
Number of Shares
723,733
Previous 702,288
3.05%
Holding current value
$19.2 Million
Previous $19.6 Million
2.33%
% of portfolio
13.23%
Previous 13.95%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio