Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Regimen Wealth, LLC holds 361,110 shares of SCHD stock, worth $10.5 Million. This represents 9.67% of its overall portfolio holdings.
Number of Shares
361,110
Previous 362,582
0.41%
Holding current value
$10.5 Million
Previous $29.2 Billion
3.93%
% of portfolio
9.67%
Previous 10.14%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio