Sanchez Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 2025
A detailed history of Sanchez Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sanchez Wealth Management Group holds 15,829 shares of SCHD stock, worth $420,576. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,829
Previous 15,829
-0.0%
Holding current value
$420,576
Previous $436,000
3.9%
% of portfolio
0.11%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio