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 $18.1 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
655,766
Previous 227,073
188.79%
Holding current value
$18.1 Million
Previous $19.2 Million
6.66%
% of portfolio
1.79%
Previous 1.89%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio