Uniting Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Uniting Wealth Partners, LLC
- $424 Billion
- Q3 2025
A detailed history of Uniting Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 213,940 shares of SCHD stock, worth $5.7 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
213,940Holding current value
$5.7 Million% of portfolio
1.38%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,045Shares Held
836MCall Options Held
3.83MPut Options Held
2.07M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$773 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$761 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$758 Million4.28% of portfolio