Shira Ridge Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Shira Ridge Wealth Management holds 7,549 shares of SCHD stock, worth $212,730. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,549Holding current value
$212,730% of portfolio
0.1%Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio