Rmr Wealth Builders Schwab Strategic Tr Us Dividen Transaction History
Rmr Wealth Builders
- $824 Million
- Q1 2024
A detailed history of Rmr Wealth Builders transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rmr Wealth Builders holds 4,812 shares of SCHD stock, worth $371,390. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,812
Previous 4,532
6.18%
Holding current value
$371,390
Previous $345,000
12.17%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio