Reliant Wealth Planning Schwab Strategic Tr Us Dividen Transaction History
Reliant Wealth Planning
- $231 Million
- Q3 2024
A detailed history of Reliant Wealth Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Reliant Wealth Planning holds 616,525 shares of SCHD stock, worth $16.7 Million. This represents 22.57% of its overall portfolio holdings.
Number of Shares
616,525
Previous 605,231
1.87%
Holding current value
$16.7 Million
Previous $47.1 Million
10.73%
% of portfolio
22.57%
Previous 21.71%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio