Ridgecrest Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Ridgecrest Wealth Partners, LLC
- $183 Million
- Q4 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 23,930 shares of SCHD stock, worth $682,962. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,930
Previous 7,118
236.19%
Holding current value
$682,962
Previous $601,000
8.65%
% of portfolio
0.36%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio