Private Wealth Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 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 $120,063. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,650Holding current value
$120,063% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
886MCall 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
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Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio