Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Ullmann Wealth Partners Group, LLC
- $840 Million
- Q2 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 17,956 shares of SCHD stock, worth $482,657. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,956
Previous 12,294
46.05%
Holding current value
$482,657
Previous $339,000
40.12%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio