Redw Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Redw Wealth LLC
- $267 Million
- Q1 2025
A detailed history of Redw Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Redw Wealth LLC holds 48,274 shares of SCHD stock, worth $1.26 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
48,274
Previous 48,503
0.47%
Holding current value
$1.26 Million
Previous $1.33 Million
1.81%
% of portfolio
0.51%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,996Shares 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