Topsail Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Topsail Wealth Management, LLC
- $547 Billion
- Q2 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 $375,752. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,142
Previous 14,142
-0.0%
Holding current value
$375,752
Previous $395 Million
5.22%
% of portfolio
0.07%
Previous 0.08%
Shares
1 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