Tred Avon Family Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Tred Avon Family Wealth, LLC
- $291 Billion
- Q3 2025
A detailed history of Tred Avon Family Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tred Avon Family Wealth, LLC holds 71,198 shares of SCHD stock, worth $1.89 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
71,198Holding current value
$1.89 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,028Shares Held
838MCall 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