Private Wealth Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 4,650 shares of SCHD stock, worth $126,852. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$126,852
Previous $130 Million
5.22%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
890MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$901 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$791 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$779 Million0.06% of portfolio