Topsail Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 14,142 shares of SCHD stock, worth $365,146. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,142
Previous 14,142
-0.0%
Holding current value
$365,146
Previous $386 Million
2.34%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$692 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio