Tyler Stone Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Tyler Stone Wealth Management
- $580 Million
- Q2 2025
A detailed history of Tyler Stone Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tyler Stone Wealth Management holds 111,076 shares of SCHD stock, worth $2.95 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
111,076
Previous 101,882
9.02%
Holding current value
$2.95 Million
Previous $2.85 Million
3.34%
% of portfolio
0.51%
Previous 0.54%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% 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