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 $293,383. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,508
Previous 10,508
-0.0%
Holding current value
$293,383
Previous $827 Million
1.23%
% of portfolio
0.46%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio