Waller Financial Planning Group, Inc Schwab Strategic Tr Us Dividen Transaction History
Waller Financial Planning Group, Inc
- $412 Million
- Q2 2025
A detailed history of Waller Financial Planning Group, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 728,852 shares of SCHD stock, worth $19.7 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
728,852
Previous 576,519
26.42%
Holding current value
$19.7 Million
Previous $15.9 Million
20.97%
% of portfolio
4.67%
Previous 4.48%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
878MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$795 Million0.06% of portfolio