Sarver Vrooman Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
Sarver Vrooman Wealth Advisors
- $150 Billion
- Q2 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 1,646,711 shares of SCHD stock, worth $44.9 Million. This represents 29.0% of its overall portfolio holdings.
Number of Shares
1,646,711
Previous 1,643,805
0.18%
Holding current value
$44.9 Million
Previous $46 Billion
5.05%
% of portfolio
29.0%
Previous 30.58%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
890MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$901 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$791 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$779 Million0.06% of portfolio