Sarver Vrooman Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
Sarver Vrooman Wealth Advisors
- $150 Billion
- Q1 2025
A detailed history of Sarver Vrooman Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 1,643,805 shares of SCHD stock, worth $44.5 Million. This represents 30.58% of its overall portfolio holdings.
Number of Shares
1,643,805Holding current value
$44.5 Million% of portfolio
30.58%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,003Shares Held
889MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
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Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
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Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$795 Million0.06% of portfolio