Private Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 85 shares of SCHD stock, worth $2,224. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$2,224
Previous $2.31 Million
2.82%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall 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
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio