Riverpoint Wealth Management Holdings, LLC Schwab Strategic Tr Us Dividen Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $9,536 - $11,226	142 New	142 $10,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$330 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$264 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$256 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$243 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$212 Million
0.05% of portfolio

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