Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 417 shares of SCHD stock, worth $11,192. This represents 0.0% of its overall portfolio holdings.
Number of Shares
417
Previous 414
0.72%
Holding current value
$11,192
Previous $11.3 Million
3.26%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
917MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$887 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$865 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$793 Million4.98% of portfolio