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 $486,291. This represents 0.46% of its overall portfolio holdings.
Number of Shares
17,524Holding current value
$486,291% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio