Rvw Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Rvw Wealth, LLC
- $953 Million
- Q2 2024
A detailed history of Rvw Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rvw Wealth, LLC holds 222,254 shares of SCHD stock, worth $18.4 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
222,254
Previous 214,896
3.42%
Holding current value
$18.4 Million
Previous $17.3 Million
0.26%
% of portfolio
1.81%
Previous 1.84%
Shares
9 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
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio