Rockwood Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,022 shares of SCHD stock, worth $249,949. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,022Holding current value
$249,949% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio