Spectrum Wealth Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Spectrum Wealth Counsel, LLC
- $833 Billion
- Q1 2025
A detailed history of Spectrum Wealth Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 142,657 shares of SCHD stock, worth $3.79 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
142,657
Previous 142,639
0.01%
Holding current value
$3.79 Million
Previous $3.9 Billion
2.36%
% of portfolio
0.48%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares 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