Ridgecrest Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Ridgecrest Wealth Partners, LLC
- $166 Million
- Q2 2024
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 6,813 shares of SCHD stock, worth $576,720. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,813
Previous 5,088
33.9%
Holding current value
$576,720
Previous $410,000
29.02%
% of portfolio
0.32%
Previous 0.25%
Shares
3 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