Rainsberger Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Rainsberger Wealth Advisors, Inc.
- $182 Million
- Q4 2023
A detailed history of Rainsberger Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rainsberger Wealth Advisors, Inc. holds 100,193 shares of SCHD stock, worth $2.8 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
100,193
Previous 103,525
3.22%
Holding current value
$2.8 Million
Previous $7.33 Million
4.12%
% of portfolio
4.19%
Previous 4.5%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio