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 $292,227. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,508
Previous 10,508
-0.0%
Holding current value
$292,227
Previous $827 Million
1.23%
% of portfolio
0.46%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$236 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$206 Million0.05% of portfolio