Sheets Smith Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sheets Smith Wealth Management holds 286,761 shares of SCHD stock, worth $7.36 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
286,761
Previous 332,771
13.83%
Holding current value
$7.36 Million
Previous $9.09 Million
11.81%
% of portfolio
1.02%
Previous 1.13%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio