Viawealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Viawealth, LLC
- $162 Billion
- Q1 2025
A detailed history of Viawealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Viawealth, LLC holds 110,211 shares of SCHD stock, worth $2.96 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
110,211
Previous 91,505
20.44%
Holding current value
$2.96 Million
Previous $2.5 Billion
23.26%
% of portfolio
1.9%
Previous 1.51%
Shares
10 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