Serenus Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Serenus Wealth Advisors, LLC
- $591 Billion
- Q2 2025
A detailed history of Serenus Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 8,883 shares of SCHD stock, worth $236,021. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,883
Previous 8,883
-0.0%
Holding current value
$236,021
Previous $248 Million
5.22%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares 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