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 $5.83 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
213,940Holding current value
$5.83 Million% of portfolio
1.38%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
873MCall 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