Walden Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Walden Wealth Partners LLC holds 10,508 shares of SCHD stock, worth $296,430. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,508
Previous 10,508
-0.0%
Holding current value
$296,430
Previous $827 Million
1.23%
% of portfolio
0.46%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio