Retirement Financial Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Retirement Financial Solutions, LLC
- $164 Billion
- Q3 2025
A detailed history of Retirement Financial Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 316,781 shares of SCHD stock, worth $8.63 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
316,781Holding current value
$8.63 Million% of portfolio
5.28%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio