Ridgeline Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 17,524 shares of SCHD stock, worth $498,733. This represents 0.46% of its overall portfolio holdings.
Number of Shares
17,524Holding current value
$498,733% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio