Trinity Legacy Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Trinity Legacy Partners, LLC
- $421 Million
- Q3 2025
A detailed history of Trinity Legacy Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Trinity Legacy Partners, LLC holds 9,555 shares of SCHD stock, worth $260,278. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,555Holding current value
$260,278% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio