Venture Visionary Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Venture Visionary Partners LLC
- $2.76 Billion
- Q3 2025
A detailed history of Venture Visionary Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Venture Visionary Partners LLC holds 693,141 shares of SCHD stock, worth $18.4 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
693,141
Previous 1,273,322
45.56%
Holding current value
$18.4 Million
Previous $33.7 Million
43.92%
% of portfolio
0.69%
Previous 1.32%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% 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