Relaxing Retirement Coach Schwab Strategic Tr Us Dividen Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Relaxing Retirement Coach holds 3,732 shares of SCHD stock, worth $103,563. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,732
Previous 3,732
-0.0%
Holding current value
$103,563
Previous $273,000
0.73%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio