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 $280,563. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,508
Previous 10,508
-0.0%
Holding current value
$280,563
Previous $827 Million
1.23%
% of portfolio
0.46%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio