Rvw Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Rvw Wealth, LLC
- $1 Billion
- Q4 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 655,766 shares of SCHD stock, worth $18.3 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
655,766
Previous 227,073
188.79%
Holding current value
$18.3 Million
Previous $19.2 Million
6.66%
% of portfolio
1.79%
Previous 1.89%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$607 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio