Reliant Wealth Planning Schwab Strategic Tr Us Dividen Transaction History
Reliant Wealth Planning
- $217 Million
- Q2 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 605,231 shares of SCHD stock, worth $51.2 Million. This represents 21.71% of its overall portfolio holdings.
Number of Shares
605,231
Previous 587,504
3.02%
Holding current value
$51.2 Million
Previous $47.4 Million
0.65%
% of portfolio
21.71%
Previous 22.66%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio