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 $10,912. This represents 0.0% of its overall portfolio holdings.
Number of Shares
417
Previous 414
0.72%
Holding current value
$10,912
Previous $11.3 Million
3.26%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio