Verdence Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Verdence Capital Advisors LLC
- $1.66 Billion
- Q3 2025
A detailed history of Verdence Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 41,369 shares of SCHD stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
41,369
Previous 32,877
25.83%
Holding current value
$1.1 Million
Previous $871,000
29.62%
% of portfolio
0.07%
Previous 0.06%
Shares
2 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