Stillwater Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Stillwater Wealth Management Group
- $115 Billion
- Q1 2025
A detailed history of Stillwater Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stillwater Wealth Management Group holds 16,738 shares of SCHD stock, worth $438,033. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,738
Previous 11,330
47.73%
Holding current value
$438,033
Previous $310 Million
51.19%
% of portfolio
0.41%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio