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 $444,728. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,738
Previous 11,330
47.73%
Holding current value
$444,728
Previous $310 Million
51.19%
% of portfolio
0.41%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% 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