Wade Financial Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 12,333 shares of SCHD stock, worth $335,210. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,333
Previous 12,333
-0.0%
Holding current value
$335,210
Previous $336,000
2.38%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
889MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$898 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$788 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$776 Million0.06% of portfolio