Ridgecrest Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q1 2025
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 24,409 shares of SCHD stock, worth $626,579. This represents 0.36% of its overall portfolio holdings.
Number of Shares
24,409
Previous 23,930
2.0%
Holding current value
$626,579
Previous $653,000
4.44%
% of portfolio
0.36%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio